VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $562,445 | +1.4% | 3,652 | 0.0% | 0.38% | -3.8% |
| Q4 2022 | $554,556 | +12.3% | 3,652 | 0.0% | 0.39% | +12.7% |
| Q3 2022 | $494,000 | -5.7% | 3,652 | 0.0% | 0.35% | +0.3% |
| Q2 2022 | $524,000 | -15.6% | 3,652 | -4.6% | 0.35% | +1.8% |
| Q1 2022 | $621,000 | -5.5% | 3,828 | 0.0% | 0.34% | -3.1% |
| Q4 2021 | $657,000 | +6.8% | 3,828 | -4.4% | 0.35% | -0.6% |
| Q3 2021 | $615,000 | -2.2% | 4,004 | -18.1% | 0.35% | -32.8% |
| Q3 2020 | $629,000 | +7.3% | 4,886 | -2.3% | 0.52% | -0.8% |
| Q2 2020 | $586,000 | +35.0% | 5,000 | +19.0% | 0.53% | +6.2% |
| Q1 2020 | $434,000 | -15.9% | 4,200 | +1.4% | 0.50% | +9.5% |
| Q4 2019 | $516,000 | +4.2% | 4,140 | 0.0% | 0.46% | -2.6% |
| Q3 2019 | $495,000 | +3.8% | 4,140 | 0.0% | 0.47% | +2.4% |
| Q2 2019 | $477,000 | +6.7% | 4,140 | -1.0% | 0.46% | -0.9% |
| Q2 2018 | $447,000 | +5.9% | 4,180 | 0.0% | 0.46% | -17.4% |
| Q1 2018 | $422,000 | – | 4,180 | – | 0.56% | – |
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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% |