VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,297,294 | -5.3% | 8,349 | -1.0% | 0.03% | -2.9% |
| Q2 2023 | $1,369,450 | +6.0% | 8,431 | +0.5% | 0.04% | 0.0% |
| Q1 2023 | $1,291,993 | +57.5% | 8,389 | +55.3% | 0.04% | +52.2% |
| Q4 2022 | $820,425 | +11.5% | 5,403 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $736,000 | -6.6% | 5,403 | -1.6% | 0.02% | -4.2% |
| Q2 2022 | $788,000 | -6.0% | 5,492 | +6.3% | 0.02% | +4.3% |
| Q1 2022 | $838,000 | -3.6% | 5,165 | +2.1% | 0.02% | 0.0% |
| Q4 2021 | $869,000 | +1.6% | 5,060 | -9.1% | 0.02% | -8.0% |
| Q3 2021 | $855,000 | +15.7% | 5,567 | +16.5% | 0.02% | +13.6% |
| Q2 2021 | $739,000 | +8.8% | 4,777 | +3.5% | 0.02% | 0.0% |
| Q1 2021 | $679,000 | +124.8% | 4,614 | +115.8% | 0.02% | +100.0% |
| Q4 2020 | $302,000 | -20.7% | 2,138 | -27.8% | 0.01% | -26.7% |
| Q3 2020 | $381,000 | – | 2,963 | – | 0.02% | – |
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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% |