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 | $1,985,808 | -6.0% | 12,780 | -1.4% | 2.16% | -1.6% |
| Q2 2023 | $2,112,249 | -9.1% | 12,967 | -13.3% | 2.20% | -17.3% |
| Q1 2023 | $2,322,992 | -7.4% | 14,956 | -9.4% | 2.66% | -11.7% |
| Q4 2022 | $2,508,012 | +6.2% | 16,516 | -5.4% | 3.01% | -2.0% |
| Q3 2022 | $2,360,763 | -27.9% | 17,466 | -23.5% | 3.07% | -25.7% |
| Q2 2022 | $3,275,792 | -17.7% | 22,833 | -6.9% | 4.13% | +7.6% |
| Q1 2022 | $3,979,124 | -12.1% | 24,538 | -6.9% | 3.84% | -9.5% |
| Q4 2021 | $4,526,618 | – | 26,356 | – | 4.24% | – |
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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% |