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 2021 | $66,647,000 | +2.6% | 433,897 | +3.4% | 13.46% | -0.6% |
| Q2 2021 | $64,951,000 | +8.0% | 419,604 | +2.6% | 13.53% | -0.3% |
| Q1 2021 | $60,145,000 | +8.6% | 408,929 | +4.2% | 13.58% | -1.9% |
| Q4 2020 | $55,386,000 | +11.1% | 392,334 | +1.3% | 13.83% | -3.5% |
| Q3 2020 | $49,840,000 | +10.7% | 387,378 | +0.9% | 14.34% | -1.2% |
| Q2 2020 | $45,008,000 | +12.0% | 384,092 | -1.2% | 14.51% | -9.9% |
| Q1 2020 | $40,187,000 | -9.1% | 388,698 | +9.5% | 16.11% | -2.5% |
| Q4 2019 | $44,234,000 | +5.7% | 354,840 | +1.4% | 16.53% | -17.5% |
| Q3 2019 | $41,829,000 | +5.7% | 349,796 | +1.8% | 20.03% | -0.1% |
| Q2 2019 | $39,585,000 | +4.4% | 343,737 | -0.6% | 20.05% | -2.3% |
| Q1 2019 | $37,908,000 | +16.2% | 345,747 | +3.8% | 20.52% | -0.1% |
| Q4 2018 | $32,629,000 | -5.7% | 333,121 | +6.5% | 20.54% | +0.1% |
| Q3 2018 | $34,615,000 | +10.8% | 312,691 | +1.7% | 20.52% | +8.4% |
| Q2 2018 | $31,243,000 | +5.6% | 307,453 | +5.0% | 18.92% | -2.0% |
| Q1 2018 | $29,588,000 | +11.2% | 292,803 | +12.2% | 19.31% | +7.9% |
| Q4 2017 | $26,617,000 | – | 260,871 | – | 17.89% | – |
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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% |