VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,193,232 | -5.7% | 7,679 | -1.5% | 1.24% | -5.4% |
| Q2 2023 | $1,265,672 | +3.6% | 7,792 | -1.8% | 1.31% | -3.6% |
| Q1 2023 | $1,222,065 | +1.9% | 7,935 | +0.5% | 1.36% | +5.0% |
| Q4 2022 | $1,198,978 | +11.5% | 7,896 | -0.7% | 1.29% | -6.2% |
| Q3 2022 | $1,075,000 | -5.3% | 7,951 | +0.5% | 1.38% | +0.4% |
| Q2 2022 | $1,135,000 | -11.1% | 7,911 | +0.5% | 1.37% | +7.3% |
| Q1 2022 | $1,277,000 | -4.6% | 7,873 | +1.1% | 1.28% | +17.3% |
| Q4 2021 | $1,338,000 | – | 7,789 | – | 1.09% | – |
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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% |