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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $879 | -4.4% | 5,660 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $919 | +5.4% | 5,660 | 0.0% | 0.13% | 0.0% |
| Q1 2023 | $872 | -39.8% | 5,660 | -40.7% | 0.13% | -45.5% |
| Q4 2022 | $1,448 | -99.9% | 9,538 | +0.6% | 0.23% | +1.7% |
| Q3 2022 | $1,282,000 | -5.3% | 9,485 | +0.5% | 0.23% | -15.5% |
| Q2 2022 | $1,354,000 | -11.1% | 9,440 | +0.5% | 0.27% | -3.2% |
| Q1 2022 | $1,523,000 | -5.2% | 9,395 | +0.5% | 0.28% | -11.1% |
| Q4 2021 | $1,606,000 | +11371.4% | 9,350 | +9742.1% | 0.32% | +31400.0% |
| Q2 2021 | $14,000 | – | 95 | – | 0.00% | – |
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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% |