VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,962,670 | -2.4% | 12,631 | +2.1% | 1.86% | +3.0% |
| Q2 2023 | $2,009,951 | +5.0% | 12,374 | -0.4% | 1.81% | -1.5% |
| Q1 2023 | $1,913,461 | -1.8% | 12,424 | -3.2% | 1.84% | -8.0% |
| Q4 2022 | $1,948,705 | +55.2% | 12,833 | +38.1% | 2.00% | +36.7% |
| Q3 2022 | $1,256,000 | +4.5% | 9,295 | +10.9% | 1.46% | +10.8% |
| Q2 2022 | $1,202,000 | -7.4% | 8,381 | +4.7% | 1.32% | +12.2% |
| Q1 2022 | $1,298,000 | -5.1% | 8,004 | +0.5% | 1.18% | -4.5% |
| Q4 2021 | $1,368,000 | – | 7,963 | – | 1.23% | – |
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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% |