VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,165 | -4.6% | 6,031 | -0.2% | 0.83% | -3.1% |
| Q2 2023 | $981,920 | -6.9% | 6,045 | -11.7% | 0.86% | -10.9% |
| Q1 2023 | $1,054,339 | +1.6% | 6,846 | +0.2% | 0.96% | -6.6% |
| Q4 2022 | $1,037,928 | +12.8% | 6,835 | +0.5% | 1.03% | +5.1% |
| Q3 2022 | $920,000 | -5.6% | 6,804 | +0.1% | 0.98% | -0.2% |
| Q2 2022 | $975,000 | -11.4% | 6,795 | +0.1% | 0.98% | +16.2% |
| Q1 2022 | $1,101,000 | -1.7% | 6,788 | +4.1% | 0.85% | +6.8% |
| Q4 2021 | $1,120,000 | – | 6,521 | – | 0.79% | – |
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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% |