VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,123 | +4.9% | 2,401 | +9.6% | 0.02% | +10.0% |
| Q2 2023 | $355,677 | +10.2% | 2,190 | +4.5% | 0.02% | +5.3% |
| Q1 2023 | $322,763 | +1.7% | 2,096 | +0.3% | 0.02% | +5.6% |
| Q4 2022 | $317,370 | +12.5% | 2,090 | +0.3% | 0.02% | 0.0% |
| Q3 2022 | $282,000 | +14.6% | 2,083 | +21.5% | 0.02% | +20.0% |
| Q2 2022 | $246,000 | -23.8% | 1,715 | -14.0% | 0.02% | -16.7% |
| Q1 2022 | $323,000 | +26.2% | 1,994 | +33.6% | 0.02% | +20.0% |
| Q4 2021 | $256,000 | +11.8% | 1,493 | +0.3% | 0.02% | -6.2% |
| Q3 2021 | $229,000 | +0.4% | 1,488 | +0.9% | 0.02% | 0.0% |
| Q2 2021 | $228,000 | +10.7% | 1,474 | +5.4% | 0.02% | +6.7% |
| Q1 2021 | $206,000 | +82.3% | 1,398 | +27.6% | 0.02% | +25.0% |
| Q1 2020 | $113,000 | – | 1,096 | – | 0.01% | – |
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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% |