VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,346 | -4.4% | 27,965 | -0.0% | 2.40% | -2.3% |
| Q2 2023 | $4,544 | +4.8% | 27,974 | -0.6% | 2.45% | -1.1% |
| Q1 2023 | $4,334 | +2.7% | 28,144 | +1.2% | 2.48% | -4.6% |
| Q4 2022 | $4,222 | -99.9% | 27,806 | +2.5% | 2.60% | +1.2% |
| Q3 2022 | $3,668,000 | +7.5% | 27,141 | +14.1% | 2.57% | +7.9% |
| Q2 2022 | $3,412,000 | -4.3% | 23,785 | +8.2% | 2.38% | +10.4% |
| Q1 2022 | $3,565,000 | +29.3% | 21,985 | +36.9% | 2.15% | +26.7% |
| Q4 2021 | $2,758,000 | – | 16,056 | – | 1.70% | – |
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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% |