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 | $560,782 | -4.3% | 3,609 | +0.1% | 0.31% | -15.8% |
| Q2 2023 | $585,730 | +5.5% | 3,606 | 0.0% | 0.37% | +2.2% |
| Q1 2023 | $555,367 | +1.5% | 3,606 | +0.1% | 0.36% | -1.6% |
| Q4 2022 | $547,000 | +32.1% | 3,603 | +17.7% | 0.37% | +10.4% |
| Q3 2022 | $414,000 | -5.7% | 3,060 | +0.1% | 0.34% | -8.9% |
| Q2 2022 | $439,000 | -11.3% | 3,057 | +0.1% | 0.37% | +2.2% |
| Q1 2022 | $495,000 | -5.5% | 3,054 | +0.1% | 0.36% | -6.5% |
| Q4 2021 | $524,000 | – | 3,052 | – | 0.39% | – |
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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% |