VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $521,000 | +2.4% | 5,497 | 0.0% | 0.43% | 0.0% |
| Q2 2017 | $509,000 | +3.0% | 5,497 | 0.0% | 0.43% | +1.7% |
| Q1 2017 | $494,000 | +5.6% | 5,497 | 0.0% | 0.42% | +5.0% |
| Q4 2016 | $468,000 | -3.3% | 5,497 | -4.8% | 0.40% | -4.3% |
| Q3 2016 | $484,000 | +0.8% | 5,772 | 0.0% | 0.42% | +7.4% |
| Q2 2016 | $480,000 | +2.6% | 5,772 | 0.0% | 0.39% | +3.7% |
| Q1 2016 | $468,000 | +4.5% | 5,772 | 0.0% | 0.38% | -1.0% |
| Q4 2015 | $448,000 | -6.5% | 5,772 | -11.3% | 0.38% | -6.4% |
| Q3 2015 | $479,000 | -26.1% | 6,504 | -21.2% | 0.41% | -18.3% |
| Q2 2015 | $648,000 | -1.8% | 8,249 | +0.5% | 0.50% | -0.6% |
| Q1 2015 | $660,000 | -4.1% | 8,204 | -3.2% | 0.50% | +0.2% |
| Q4 2014 | $688,000 | -7.8% | 8,479 | -12.6% | 0.50% | -10.1% |
| Q3 2014 | $746,000 | -12.9% | 9,704 | -11.7% | 0.56% | -10.9% |
| Q2 2014 | $856,000 | -9.3% | 10,989 | -12.5% | 0.62% | -11.6% |
| Q1 2014 | $944,000 | -19.9% | 12,559 | -19.9% | 0.71% | -19.7% |
| Q4 2013 | $1,179,000 | +7.1% | 15,670 | -1.0% | 0.88% | -5.0% |
| Q3 2013 | $1,101,000 | +3.0% | 15,830 | -2.0% | 0.92% | -14.8% |
| Q2 2013 | $1,069,000 | – | 16,155 | – | 1.09% | – |
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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% |