VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,555,839 | +94.7% | 16,384 | +103.2% | 0.26% | +83.0% |
| Q2 2023 | $1,312,465 | +61.6% | 8,062 | +53.5% | 0.14% | +31.8% |
| Q1 2023 | $812,084 | +3.6% | 5,251 | +3.5% | 0.11% | -8.5% |
| Q4 2022 | $783,757 | +20.4% | 5,074 | +5.3% | 0.12% | -10.7% |
| Q3 2022 | $651,000 | +0.2% | 4,820 | +6.4% | 0.13% | -6.4% |
| Q2 2022 | $650,000 | +10.9% | 4,529 | +25.9% | 0.14% | +6.9% |
| Q1 2022 | $586,000 | +0.3% | 3,598 | +3.4% | 0.13% | -27.2% |
| Q4 2021 | $584,000 | – | 3,479 | – | 0.18% | – |
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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% |