VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,680,124 | +9.2% | 10,813 | +14.2% | 1.00% | +17.4% |
| Q2 2023 | $1,537,887 | +16.3% | 9,468 | +10.2% | 0.85% | +8.7% |
| Q1 2023 | $1,322,638 | +1.4% | 8,588 | 0.0% | 0.79% | -5.4% |
| Q4 2022 | $1,304,088 | +16.7% | 8,588 | +3.9% | 0.83% | +7.8% |
| Q3 2022 | $1,117,000 | +7.1% | 8,262 | +13.6% | 0.77% | +14.4% |
| Q2 2022 | $1,043,000 | +72.7% | 7,270 | +95.3% | 0.67% | +111.9% |
| Q1 2022 | $604,000 | +84.1% | 3,722 | +94.7% | 0.32% | +88.2% |
| Q4 2021 | $328,000 | +19.7% | 1,912 | +7.0% | 0.17% | +6.3% |
| Q3 2021 | $274,000 | +4.2% | 1,787 | +5.0% | 0.16% | +2.6% |
| Q2 2021 | $263,000 | +15.4% | 1,702 | +9.7% | 0.16% | +7.6% |
| Q1 2021 | $228,000 | +5.1% | 1,552 | -44.4% | 0.14% | -39.2% |
| Q2 2014 | $217,000 | +3.3% | 2,790 | 0.0% | 0.24% | -4.4% |
| Q1 2014 | $210,000 | 0.0% | 2,790 | 0.0% | 0.25% | -6.1% |
| Q4 2013 | $210,000 | – | 2,790 | – | 0.26% | – |
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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% |