VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,274 | -25.8% | 1,733 | -27.5% | 0.02% | -48.8% |
| Q4 2022 | $362,770 | -29.3% | 2,389 | -33.2% | 0.04% | +2.5% |
| Q2 2022 | $513,000 | +114.6% | 3,575 | +142.9% | 0.04% | +110.5% |
| Q1 2022 | $239,000 | -61.5% | 1,472 | -59.2% | 0.02% | -51.3% |
| Q4 2021 | $620,000 | +104.6% | 3,607 | +82.9% | 0.04% | +105.3% |
| Q3 2021 | $303,000 | -67.1% | 1,972 | -66.8% | 0.02% | -64.8% |
| Q2 2021 | $920,000 | -6.3% | 5,943 | -14.6% | 0.05% | +10.2% |
| Q4 2020 | $982,000 | +79.2% | 6,958 | +48.8% | 0.05% | +69.0% |
| Q2 2020 | $548,000 | +19.1% | 4,676 | +5.0% | 0.03% | -32.6% |
| Q1 2020 | $460,000 | -39.6% | 4,453 | -27.0% | 0.04% | +7.5% |
| Q4 2019 | $761,000 | +13.2% | 6,101 | -26.9% | 0.04% | -95.4% |
| Q1 2015 | $672,000 | -10.5% | 8,347 | -9.8% | 0.88% | -49.0% |
| Q4 2014 | $751,000 | -46.6% | 9,251 | -49.4% | 1.72% | +39.8% |
| Q3 2014 | $1,406,000 | -30.2% | 18,275 | -29.3% | 1.23% | -4.4% |
| Q2 2014 | $2,015,000 | – | 25,853 | – | 1.28% | – |
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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% |