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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $275,000 | +4.6% | 2,210 | +0.4% | 0.16% | -10.4% |
| Q3 2019 | $263,000 | +4.4% | 2,201 | +0.4% | 0.17% | +13.8% |
| Q2 2019 | $252,000 | +5.4% | 2,192 | +0.7% | 0.15% | +7.0% |
| Q1 2019 | $239,000 | +17.7% | 2,176 | +5.1% | 0.14% | +2.2% |
| Q4 2018 | $203,000 | -10.6% | 2,071 | +0.9% | 0.14% | +0.7% |
| Q3 2018 | $227,000 | -11.3% | 2,052 | -18.4% | 0.14% | -13.8% |
| Q2 2018 | $256,000 | +0.8% | 2,515 | +0.0% | 0.16% | -4.8% |
| Q1 2018 | $254,000 | -0.8% | 2,514 | +0.3% | 0.17% | -2.3% |
| Q4 2017 | $256,000 | – | 2,506 | – | 0.17% | – |
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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% |