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 | $3,183,274 | -3.4% | 20,487 | +0.9% | 4.96% | +4.9% |
| Q2 2023 | $3,296,793 | +9.8% | 20,297 | +4.1% | 4.72% | +4.6% |
| Q1 2023 | $3,002,687 | -2.5% | 19,497 | -3.9% | 4.51% | -4.3% |
| Q4 2022 | $3,080,486 | +0.3% | 20,286 | -10.7% | 4.72% | -0.1% |
| Q3 2022 | $3,071,000 | -6.1% | 22,721 | -0.4% | 4.72% | +1.0% |
| Q2 2022 | $3,272,000 | -12.8% | 22,808 | -1.4% | 4.67% | +9.8% |
| Q1 2022 | $3,753,000 | -3.0% | 23,143 | +2.7% | 4.25% | +4.8% |
| Q4 2021 | $3,871,000 | – | 22,537 | – | 4.06% | – |
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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% |