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 2023 | $266,632 | +9.7% | 1,716 | +9.4% | 0.00% | +100.0% |
| Q2 2021 | $243,000 | -6.5% | 1,568 | -11.4% | 0.00% | -50.0% |
| Q1 2021 | $260,000 | +16.6% | 1,770 | -17.8% | 0.00% | 0.0% |
| Q1 2020 | $223,000 | +5.2% | 2,154 | +21.6% | 0.00% | 0.0% |
| Q3 2019 | $212,000 | -40.3% | 1,772 | -42.5% | 0.00% | -33.3% |
| Q2 2019 | $355,000 | -75.8% | 3,080 | -82.1% | 0.00% | -25.0% |
| Q4 2016 | $1,466,000 | – | 17,216 | – | 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% |