VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,293 | -4.7% | 2,010 | -0.3% | 0.09% | -6.2% |
| Q2 2023 | $327,563 | +5.5% | 2,017 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $310,583 | -2.4% | 2,017 | -3.8% | 0.10% | -10.2% |
| Q4 2022 | $318,372 | +13.3% | 2,097 | +1.0% | 0.11% | +3.8% |
| Q3 2022 | $281,000 | -5.7% | 2,076 | +0.0% | 0.10% | +2.0% |
| Q2 2022 | $298,000 | -11.3% | 2,075 | +0.0% | 0.10% | +2.0% |
| Q1 2022 | $336,000 | -5.6% | 2,074 | +0.1% | 0.10% | +2.0% |
| Q4 2021 | $356,000 | +6.6% | 2,072 | -4.6% | 0.10% | +22.5% |
| Q3 2021 | $334,000 | -0.6% | 2,171 | +0.0% | 0.08% | +3.9% |
| Q2 2021 | $336,000 | +5.3% | 2,170 | +0.1% | 0.08% | -1.3% |
| Q1 2021 | $319,000 | +23.2% | 2,168 | +18.1% | 0.08% | +14.7% |
| Q4 2020 | $259,000 | +9.7% | 1,835 | +0.2% | 0.07% | -2.9% |
| Q3 2020 | $236,000 | -1.3% | 1,831 | -10.1% | 0.07% | -10.3% |
| Q2 2020 | $239,000 | -9.5% | 2,036 | -20.3% | 0.08% | -22.0% |
| Q1 2020 | $264,000 | -1.5% | 2,553 | +18.7% | 0.10% | +6.4% |
| Q4 2019 | $268,000 | +22.4% | 2,150 | +8.5% | 0.09% | +25.3% |
| Q3 2018 | $219,000 | – | 1,981 | – | 0.08% | – |
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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% |