VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,678,427 | -54.2% | 10,752 | -52.3% | 1.09% | -41.4% |
| Q2 2023 | $3,665,034 | +17.6% | 22,564 | +11.5% | 1.85% | +3.9% |
| Q1 2023 | $3,115,557 | -2.5% | 20,230 | -3.4% | 1.78% | +27.2% |
| Q4 2022 | $3,196,304 | -28.6% | 20,950 | -32.7% | 1.40% | -86.1% |
| Q2 2022 | $4,476,000 | -18.0% | 31,116 | -6.3% | 10.06% | +501.0% |
| Q1 2022 | $5,456,000 | -47.3% | 33,216 | -54.7% | 1.67% | -18.6% |
| Q4 2020 | $10,357,000 | – | 73,368 | – | 2.06% | – |
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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% |