VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,978,197 | +77.7% | 12,731 | +85.7% | 0.29% | +77.6% |
| Q2 2023 | $1,113,424 | +227.3% | 6,855 | +214.7% | 0.16% | +203.8% |
| Q1 2023 | $340,150 | +19.7% | 2,178 | +19.7% | 0.05% | +20.5% |
| Q4 2022 | $284,267 | +11.5% | 1,819 | -2.8% | 0.04% | 0.0% |
| Q3 2022 | $255,000 | -12.4% | 1,872 | +0.2% | 0.04% | -2.2% |
| Q2 2022 | $291,000 | +3.2% | 1,868 | -0.5% | 0.04% | -2.2% |
| Q1 2022 | $282,000 | -3.1% | 1,878 | -0.5% | 0.05% | 0.0% |
| Q4 2021 | $291,000 | +1.7% | 1,887 | +1.3% | 0.05% | +2.2% |
| Q3 2021 | $286,000 | -8.0% | 1,862 | -5.8% | 0.04% | -11.8% |
| Q2 2021 | $311,000 | – | 1,976 | – | 0.05% | – |
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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% |