VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,731 | -6.3% | 4,709 | -2.1% | 0.28% | -4.8% |
| Q2 2023 | $781,074 | -4.0% | 4,809 | -9.0% | 0.29% | -12.3% |
| Q1 2023 | $813,526 | +6.8% | 5,282 | +5.3% | 0.33% | +0.3% |
| Q4 2022 | $761,811 | +14.2% | 5,017 | +1.7% | 0.33% | +5.4% |
| Q3 2022 | $667,000 | -1.9% | 4,932 | +4.1% | 0.32% | +3.6% |
| Q2 2022 | $680,000 | -7.2% | 4,740 | +4.8% | 0.30% | +4.5% |
| Q1 2022 | $733,000 | -9.3% | 4,521 | -3.9% | 0.29% | -11.3% |
| Q4 2021 | $808,000 | – | 4,703 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paragon Capital Management Ltd | 432,829 | $49,845,000 | 28.32% |
| Stuart Chaussee & Associates, Inc. | 330,025 | $38,006,000 | 23.53% |
| DERBY & COMPANY, INC | 343,737 | $39,585,000 | 20.05% |
| Mercer Investments LLC | 6,319 | $727,731,000 | 15.38% |
| VPR Management LLC | 340,185 | $39,176,000 | 14.78% |
| Zions Bancorporation, N.A. | 851,683 | $98,080,000 | 14.36% |
| Berkshire Money Management, Inc. | 575,389 | $66,262,000 | 14.01% |
| Homrich & Berg | 2,278,929 | $262,442,000 | 13.88% |
| E&G Advisors, LP | 252,390 | $29,065,000 | 12.40% |
| FundX Investment Group, LLC | 245,779 | $28,304,000 | 11.70% |