VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,013,591 | -2.6% | 96,626 | +1.8% | 0.52% | +1.9% |
| Q2 2023 | $15,414,658 | +12.5% | 94,900 | +6.6% | 0.51% | +8.4% |
| Q1 2023 | $13,707,710 | +3.3% | 89,005 | +1.9% | 0.47% | -1.5% |
| Q4 2022 | $13,265,212 | +11.4% | 87,357 | -0.9% | 0.48% | +7.6% |
| Q3 2022 | $11,913,000 | -4.8% | 88,140 | +2.4% | 0.45% | -3.9% |
| Q2 2022 | $12,512,000 | -13.2% | 86,112 | -3.1% | 0.46% | +1.5% |
| Q1 2022 | $14,410,000 | -1.8% | 88,859 | +4.0% | 0.46% | +4.8% |
| Q4 2021 | $14,670,000 | +12.4% | 85,417 | +0.5% | 0.44% | +4.5% |
| Q3 2021 | $13,050,000 | +0.9% | 84,965 | +1.7% | 0.42% | +1.2% |
| Q2 2021 | $12,931,000 | +10.3% | 83,536 | +4.8% | 0.41% | +4.6% |
| Q1 2021 | $11,724,000 | +33.5% | 79,712 | +28.1% | 0.40% | +26.2% |
| Q4 2020 | $8,783,000 | +53.4% | 62,220 | +39.8% | 0.31% | +32.6% |
| Q3 2020 | $5,725,000 | +183.3% | 44,499 | +158.0% | 0.24% | +165.2% |
| Q2 2020 | $2,021,000 | – | 17,250 | – | 0.09% | – |
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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% |