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 | $491,312 | -3.3% | 3,162 | +1.1% | 0.28% | -8.6% |
| Q2 2023 | $508,081 | +104659.0% | 3,128 | -0.6% | 0.30% | +8.3% |
| Q1 2023 | $485 | -8.5% | 3,148 | -9.7% | 0.28% | -6.7% |
| Q4 2022 | $530 | -99.9% | 3,487 | -3.7% | 0.30% | -6.0% |
| Q3 2022 | $490,000 | -5.8% | 3,622 | 0.0% | 0.32% | -12.7% |
| Q2 2022 | $520,000 | -11.7% | 3,622 | -0.4% | 0.36% | -6.2% |
| Q1 2022 | $589,000 | -6.5% | 3,635 | -1.0% | 0.39% | -20.5% |
| Q4 2021 | $630,000 | – | 3,670 | – | 0.49% | – |
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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% |