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 | $9,066,000 | -1.4% | 58,350 | +3.1% | 1.30% | -3.9% |
| Q2 2023 | $9,191,000 | -5.5% | 56,587 | -21.4% | 1.35% | -29.6% |
| Q3 2022 | $9,728,000 | +132.0% | 71,976 | +146.3% | 1.92% | -1.4% |
| Q2 2022 | $4,193,000 | +74.0% | 29,223 | +55.1% | 1.94% | +385.8% |
| Q4 2019 | $2,410,000 | +10.6% | 18,841 | +1.8% | 0.40% | -12.5% |
| Q3 2019 | $2,180,000 | -1.6% | 18,516 | -2.1% | 0.46% | -5.2% |
| Q2 2019 | $2,215,000 | -1.1% | 18,912 | -7.4% | 0.48% | -12.0% |
| Q1 2019 | $2,240,000 | +6.6% | 20,426 | -7.5% | 0.55% | -12.9% |
| Q4 2018 | $2,101,000 | -70.3% | 22,077 | -73.1% | 0.63% | -77.2% |
| Q4 2016 | $7,078,000 | +1.7% | 82,183 | -2.9% | 2.76% | +4.9% |
| Q3 2016 | $6,958,000 | -4.6% | 84,646 | -3.4% | 2.64% | -2.9% |
| Q2 2016 | $7,292,000 | – | 87,598 | – | 2.71% | – |
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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% |