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 | $249,637 | +1.2% | 1,607 | +5.8% | 0.01% | +30.0% |
| Q2 2023 | $246,767 | +5.7% | 1,519 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $233,359 | +10.1% | 1,515 | -3.3% | 0.01% | 0.0% |
| Q3 2022 | $212,000 | -5.4% | 1,566 | +0.1% | 0.01% | +11.1% |
| Q2 2022 | $224,000 | -28.7% | 1,565 | -19.2% | 0.01% | -30.8% |
| Q1 2022 | $314,000 | +4.3% | 1,937 | +10.6% | 0.01% | 0.0% |
| Q4 2021 | $301,000 | -99.6% | 1,751 | +256.6% | 0.01% | +225.0% |
| Q4 2020 | $69,294,000 | -13.3% | 491 | -21.1% | 0.00% | -20.0% |
| Q3 2020 | $79,967,000 | +31259.6% | 622 | -74.8% | 0.01% | -16.7% |
| Q1 2020 | $255,000 | -58.7% | 2,466 | -60.9% | 0.01% | -85.7% |
| Q4 2018 | $617,000 | +147.8% | 6,299 | +179.7% | 0.04% | +2000.0% |
| Q3 2018 | $249,000 | – | 2,252 | – | 0.00% | – |
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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% |