VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,919 | -4.3% | 3,031 | +0.1% | 0.27% | +1.5% |
| Q2 2023 | $492,012 | -2.5% | 3,029 | -7.5% | 0.27% | -12.5% |
| Q1 2023 | $504,548 | -18.2% | 3,276 | -19.3% | 0.30% | -22.1% |
| Q4 2022 | $616,711 | +74.2% | 4,061 | +55.1% | 0.39% | +50.0% |
| Q3 2022 | $354,000 | +2.6% | 2,619 | +8.8% | 0.26% | +7.0% |
| Q2 2022 | $345,000 | -21.4% | 2,408 | -11.1% | 0.24% | -8.6% |
| Q1 2022 | $439,000 | +393.3% | 2,708 | +278.7% | 0.27% | +254.7% |
| Q4 2019 | $89,000 | – | 715 | – | 0.08% | – |
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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% |