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 | $2,735,658 | -6.2% | 17,603 | -1.9% | 2.32% | -1.8% |
| Q2 2023 | $2,915,520 | +14.7% | 17,949 | +8.7% | 2.36% | +4.0% |
| Q1 2023 | $2,542,766 | +3.7% | 16,510 | +2.2% | 2.27% | -7.1% |
| Q4 2022 | $2,452,208 | +652.2% | 16,149 | +567.6% | 2.45% | -72.4% |
| Q3 2022 | $326,000 | -94.2% | 2,419 | -93.8% | 8.86% | +59.9% |
| Q2 2022 | $5,617,000 | -11.5% | 39,155 | +0.1% | 5.54% | -5.2% |
| Q1 2022 | $6,346,000 | – | 39,135 | – | 5.84% | – |
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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% |