VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,918 | -4.3% | 1,351 | 0.0% | 0.12% | +9.5% |
| Q2 2023 | $219,442 | -5.1% | 1,351 | -10.1% | 0.10% | -8.7% |
| Q1 2023 | $231,323 | +1.4% | 1,502 | 0.0% | 0.12% | +1.8% |
| Q4 2022 | $228,078 | +12.4% | 1,502 | 0.0% | 0.11% | +2.7% |
| Q3 2022 | $203,000 | -6.5% | 1,502 | -0.9% | 0.11% | 0.0% |
| Q2 2022 | $217,000 | -11.8% | 1,515 | 0.0% | 0.11% | +4.8% |
| Q1 2022 | $246,000 | -10.2% | 1,515 | -5.0% | 0.10% | -6.2% |
| Q4 2021 | $274,000 | +26.3% | 1,595 | +12.7% | 0.11% | +14.3% |
| Q3 2021 | $217,000 | -0.9% | 1,415 | 0.0% | 0.10% | +1.0% |
| Q2 2021 | $219,000 | +1.9% | 1,415 | -3.1% | 0.10% | -2.0% |
| Q1 2021 | $215,000 | -4.0% | 1,460 | -8.0% | 0.10% | -10.0% |
| Q4 2020 | $224,000 | +6.2% | 1,587 | -3.1% | 0.11% | -2.7% |
| Q3 2020 | $211,000 | -2.8% | 1,637 | -5.8% | 0.11% | +31.4% |
| Q4 2019 | $217,000 | +7.4% | 1,737 | +2.7% | 0.09% | -3.4% |
| Q3 2019 | $202,000 | – | 1,692 | – | 0.09% | – |
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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% |