VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,906 | -5.1% | 3,951 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $646,634 | -4.9% | 3,981 | -9.9% | 0.02% | -11.8% |
| Q1 2023 | $680,108 | +99331.0% | 4,416 | -2.0% | 0.02% | -5.6% |
| Q4 2022 | $684 | -99.8% | 4,507 | +46.0% | 0.02% | +12.5% |
| Q3 2022 | $417,000 | -21.5% | 3,088 | -16.6% | 0.02% | -20.0% |
| Q2 2022 | $531,000 | -5.3% | 3,702 | +7.0% | 0.02% | +11.1% |
| Q1 2022 | $561,000 | -5.9% | 3,461 | -0.3% | 0.02% | +5.9% |
| Q4 2021 | $596,000 | +16.4% | 3,471 | +4.1% | 0.02% | 0.0% |
| Q3 2021 | $512,000 | +96.9% | 3,333 | +98.6% | 0.02% | +112.5% |
| Q2 2021 | $260,000 | +3.6% | 1,678 | -26.7% | 0.01% | -11.1% |
| Q1 2019 | $251,000 | +12.1% | 2,288 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $224,000 | -11.5% | 2,288 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $253,000 | +0.8% | 2,288 | -7.5% | 0.01% | -11.1% |
| Q2 2018 | $251,000 | +8.7% | 2,474 | +8.1% | 0.01% | +12.5% |
| Q1 2018 | $231,000 | -61.7% | 2,288 | -70.5% | 0.01% | -68.0% |
| Q4 2015 | $603,000 | +8.3% | 7,755 | +2.6% | 0.02% | 0.0% |
| Q3 2015 | $557,000 | -6.2% | 7,555 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $594,000 | -2.3% | 7,555 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $608,000 | – | 7,555 | – | 0.02% | – |
Download | ||||||
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% |