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 | $9,047,466 | -9.4% | 58,228 | -5.3% | 0.14% | -4.6% |
| Q2 2023 | $9,990,095 | +19.0% | 61,504 | +12.8% | 0.15% | +13.4% |
| Q1 2023 | $8,397,241 | +102946.3% | 54,524 | +1.6% | 0.13% | +3.9% |
| Q4 2022 | $8,149 | -99.9% | 53,664 | +14.1% | 0.13% | +20.6% |
| Q3 2022 | $6,359,000 | +32.1% | 47,050 | +40.2% | 0.11% | +42.7% |
| Q2 2022 | $4,813,000 | -11.8% | 33,550 | -0.3% | 0.08% | +4.2% |
| Q1 2022 | $5,457,000 | -6.8% | 33,650 | -1.3% | 0.07% | -2.7% |
| Q4 2021 | $5,856,000 | – | 34,095 | – | 0.07% | – |
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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% |