VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $200,000 | -13.0% | 1,234 | -8.0% | 0.01% | -12.5% |
| Q4 2021 | $230,000 | +11.7% | 1,341 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $206,000 | -1.0% | 1,341 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $208,000 | -10.3% | 1,341 | -40.9% | 0.01% | -46.7% |
| Q4 2017 | $232,000 | +3.1% | 2,269 | -4.2% | 0.02% | 0.0% |
| Q3 2017 | $225,000 | +2.3% | 2,369 | 0.0% | 0.02% | -6.2% |
| Q2 2017 | $220,000 | -23.9% | 2,369 | -36.3% | 0.02% | -42.9% |
| Q4 2015 | $289,000 | +5.5% | 3,720 | 0.0% | 0.03% | -6.7% |
| Q3 2015 | $274,000 | -6.2% | 3,720 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $292,000 | -2.3% | 3,720 | 0.0% | 0.03% | -6.2% |
| Q1 2015 | $299,000 | – | 3,720 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | 707,346 | $55,138,000 | 38.35% |
| Paragon Capital Management Ltd | 512,816 | $39,973,969,000 | 27.52% |
| HM Capital Management, LLC | 172,358 | $13,436,000 | 16.49% |
| Sigma Investment Management Co | 304,090 | $23,704,000 | 16.25% |
| HT Partners LLC | 374,554 | $29,368,779,000 | 15.33% |
| E&G Advisors, LP | 293,068 | $22,845,000 | 14.76% |
| Homrich & Berg | 1,584,268 | $123,494,000 | 14.00% |
| MDE Group | 779,443 | $60,758,000 | 13.98% |
| Stearns Financial Services Group | 396,496 | $30,907,000 | 11.33% |
| Berkshire Money Management, Inc. | 204,302 | $15,925,361,000 | 11.11% |