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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $477,176 | +12.4% | 2,938 | +6.5% | 0.26% | +8.1% |
| Q1 2023 | $424,719 | +74.1% | 2,758 | +53.1% | 0.24% | +65.0% |
| Q3 2022 | $244,000 | -3.2% | 1,802 | +2.7% | 0.14% | +4.4% |
| Q2 2022 | $252,000 | -7.4% | 1,754 | +4.7% | 0.14% | +6.2% |
| Q1 2022 | $272,000 | +7.9% | 1,675 | +14.0% | 0.13% | +10.3% |
| Q4 2021 | $252,000 | +22.9% | 1,469 | +9.9% | 0.12% | +15.8% |
| Q3 2021 | $205,000 | -1.9% | 1,337 | -6.0% | 0.10% | -4.7% |
| Q1 2021 | $209,000 | -74.9% | 1,423 | -75.9% | 0.11% | -76.8% |
| Q4 2020 | $834,000 | +12.9% | 5,905 | +2.9% | 0.46% | +0.4% |
| Q3 2020 | $739,000 | +17.1% | 5,740 | +6.6% | 0.46% | +12.6% |
| Q2 2020 | $631,000 | +9.2% | 5,385 | -3.6% | 0.40% | -4.9% |
| Q1 2020 | $578,000 | -0.5% | 5,586 | +19.8% | 0.42% | +21.1% |
| Q4 2019 | $581,000 | +36.7% | 4,663 | +31.2% | 0.35% | +27.6% |
| Q3 2019 | $425,000 | +32.8% | 3,554 | +28.1% | 0.28% | +29.7% |
| Q2 2019 | $320,000 | +23.6% | 2,775 | +17.7% | 0.21% | +21.1% |
| Q1 2019 | $259,000 | – | 2,358 | – | 0.18% | – |
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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% |