VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,157 | -4.3% | 2,337 | +0.0% | 0.03% | -6.7% |
| Q2 2023 | $379,390 | +5.5% | 2,336 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $359,723 | +1.5% | 2,336 | +0.1% | 0.03% | -6.2% |
| Q4 2022 | $354,443 | +7.4% | 2,334 | -4.4% | 0.03% | -5.9% |
| Q3 2022 | $330,000 | -5.7% | 2,442 | +0.0% | 0.03% | 0.0% |
| Q2 2022 | $350,000 | +3.9% | 2,441 | +17.4% | 0.03% | +9.7% |
| Q1 2022 | $337,000 | -27.5% | 2,079 | -23.3% | 0.03% | -26.2% |
| Q4 2021 | $465,000 | +27.7% | 2,710 | +12.3% | 0.04% | -2.3% |
| Q3 2021 | $364,000 | -2.4% | 2,414 | +0.0% | 0.04% | +19.4% |
| Q2 2021 | $373,000 | +12.7% | 2,413 | +7.2% | 0.04% | +5.9% |
| Q1 2021 | $331,000 | +75.1% | 2,251 | +68.4% | 0.03% | +61.9% |
| Q4 2020 | $189,000 | +9.9% | 1,337 | +0.2% | 0.02% | 0.0% |
| Q3 2020 | $172,000 | +10.3% | 1,334 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $156,000 | +13.0% | 1,333 | 0.0% | 0.02% | -4.5% |
| Q1 2020 | $138,000 | -9.2% | 1,333 | +9.2% | 0.02% | +4.8% |
| Q4 2019 | $152,000 | – | 1,221 | – | 0.02% | – |
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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% |