VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,151 | +8.8% | 2,305 | +13.7% | 0.16% | +1.9% |
| Q2 2023 | $329,246 | +47.2% | 2,027 | +39.6% | 0.16% | +34.2% |
| Q1 2023 | $223,623 | +1.4% | 1,452 | 0.0% | 0.12% | -4.8% |
| Q4 2022 | $220,486 | +9.2% | 1,452 | -2.9% | 0.13% | +0.8% |
| Q3 2022 | $202,000 | -2.9% | 1,496 | +3.0% | 0.12% | +2.5% |
| Q2 2022 | $208,000 | -11.9% | 1,452 | 0.0% | 0.12% | +5.2% |
| Q1 2022 | $236,000 | -5.2% | 1,452 | 0.0% | 0.12% | +10.5% |
| Q4 2021 | $249,000 | +11.7% | 1,452 | 0.0% | 0.10% | -0.9% |
| Q3 2021 | $223,000 | -0.9% | 1,452 | 0.0% | 0.11% | -8.6% |
| Q2 2021 | $225,000 | +5.1% | 1,452 | 0.0% | 0.12% | +5.5% |
| Q1 2021 | $214,000 | +4.4% | 1,452 | 0.0% | 0.11% | -3.5% |
| Q4 2020 | $205,000 | – | 1,452 | – | 0.11% | – |
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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% |