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 | $272,071 | -4.3% | 1,751 | 0.0% | 0.28% | +4.1% |
| Q2 2023 | $284,415 | +13.9% | 1,751 | +8.0% | 0.27% | +19.3% |
| Q1 2023 | $249,805 | +1.4% | 1,622 | 0.0% | 0.22% | -0.9% |
| Q4 2022 | $246,301 | +12.5% | 1,622 | 0.0% | 0.22% | +7.7% |
| Q3 2022 | $219,000 | -6.0% | 1,622 | 0.0% | 0.21% | -3.7% |
| Q2 2022 | $233,000 | -11.4% | 1,622 | 0.0% | 0.22% | -24.7% |
| Q1 2022 | $263,000 | -5.7% | 1,622 | 0.0% | 0.29% | +1.4% |
| Q4 2021 | $279,000 | – | 1,622 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paragon Capital Management Ltd | 441,073 | $48,359,000 | 29.27% |
| Stuart Chaussee & Associates, Inc. | 332,598 | $36,466,000 | 23.52% |
| DERBY & COMPANY, INC | 345,747 | $37,908,000 | 20.52% |
| Stokes & Hubbell Capital Management, LLC | 778,278 | $85,330,000 | 17.94% |
| VPR Management LLC | 340,185 | $37,298,000 | 17.64% |
| Zions Bancorporation, N.A. | 787,455 | $86,337,000 | 13.94% |
| Berkshire Money Management, Inc. | 569,984 | $62,493,000 | 13.83% |
| Homrich & Berg | 2,233,473 | $244,876,000 | 12.74% |
| E&G Advisors, LP | 252,579 | $27,693,000 | 12.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 218,859 | $23,996,000 | 11.56% |