VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401 | -85.6% | 2,582 | -86.0% | 0.00% | -100.0% |
| Q4 2022 | $2,793 | -99.8% | 18,396 | +90.8% | 0.00% | +200.0% |
| Q3 2021 | $1,501,000 | +1.6% | 9,644 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $1,477,000 | -35.0% | 9,544 | -46.0% | 0.00% | -66.7% |
| Q3 2020 | $2,273,000 | +58.6% | 17,673 | +44.5% | 0.00% | +50.0% |
| Q2 2020 | $1,433,000 | +43.6% | 12,231 | +26.6% | 0.00% | 0.0% |
| Q1 2020 | $998,000 | -59.0% | 9,658 | -50.6% | 0.00% | -60.0% |
| Q4 2019 | $2,437,000 | +186.7% | 19,551 | +154.5% | 0.01% | +66.7% |
| Q3 2018 | $850,000 | +100.9% | 7,683 | +72.1% | 0.00% | -82.4% |
| Q3 2017 | $423,000 | +5187.5% | 4,463 | +4751.1% | 0.02% | – |
| Q2 2017 | $8,000 | – | 92 | +4500.0% | 0.00% | – |
| Q4 2016 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q4 2015 | $106,000 | +307.7% | 1,372 | +284.3% | 0.01% | +300.0% |
| Q3 2015 | $26,000 | +85.7% | 357 | +95.1% | 0.00% | +100.0% |
| Q2 2015 | $14,000 | – | 183 | – | 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% |