VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,400 | +16.5% | 4,849 | +21.8% | 1.43% | +19.4% |
| Q2 2023 | $646,432 | -17.7% | 3,980 | -22.0% | 1.20% | -5.9% |
| Q1 2023 | $785,913 | +69.4% | 5,103 | +67.0% | 1.27% | +107.7% |
| Q4 2022 | $464,000 | +42.8% | 3,056 | +27.3% | 0.61% | +40.3% |
| Q3 2022 | $325,000 | -0.3% | 2,401 | +5.6% | 0.44% | +26.7% |
| Q2 2022 | $326,000 | -9.9% | 2,274 | +1.9% | 0.34% | +0.9% |
| Q1 2022 | $362,000 | +10.0% | 2,232 | +4.2% | 0.34% | +5.2% |
| Q4 2021 | $329,000 | – | 2,142 | – | 0.32% | – |
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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% |