VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,970,210 | -6.9% | 19,116 | -2.7% | 0.27% | +7.6% |
| Q2 2023 | $3,190,901 | -1.2% | 19,645 | -6.3% | 0.25% | -3.1% |
| Q1 2023 | $3,228,632 | +0.1% | 20,964 | -1.3% | 0.26% | -1.5% |
| Q4 2022 | $3,223,894 | +8.0% | 21,231 | -3.9% | 0.26% | -2.2% |
| Q3 2022 | $2,985,000 | -8.6% | 22,091 | -3.0% | 0.27% | -3.2% |
| Q2 2022 | $3,266,000 | -19.3% | 22,766 | -8.8% | 0.28% | -11.5% |
| Q1 2022 | $4,046,000 | -1.1% | 24,954 | +4.7% | 0.31% | -2.8% |
| Q4 2021 | $4,093,000 | +16.3% | 23,833 | +4.0% | 0.32% | +5.2% |
| Q3 2021 | $3,519,000 | +1.7% | 22,912 | +2.5% | 0.31% | +3.0% |
| Q2 2021 | $3,459,000 | +4.2% | 22,353 | -1.0% | 0.30% | -1.3% |
| Q1 2021 | $3,319,000 | +5.4% | 22,572 | +1.1% | 0.30% | -5.0% |
| Q4 2020 | $3,150,000 | +16.9% | 22,317 | +6.6% | 0.32% | +8.2% |
| Q3 2020 | $2,695,000 | +21.4% | 20,944 | +10.5% | 0.29% | +14.9% |
| Q2 2020 | $2,220,000 | +28.9% | 18,946 | +13.7% | 0.26% | +18.6% |
| Q1 2020 | $1,722,000 | – | 16,658 | – | 0.22% | – |
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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% |