VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,347 | -4.1% | 2,023 | +0.3% | 0.08% | -3.8% |
| Q2 2023 | $327,632 | +14.4% | 2,017 | +8.5% | 0.08% | +6.8% |
| Q1 2023 | $286,315 | +1.8% | 1,859 | +0.3% | 0.07% | -3.9% |
| Q4 2022 | $281,374 | -33.2% | 1,853 | -40.6% | 0.08% | -39.4% |
| Q3 2022 | $421,000 | -12.8% | 3,117 | -7.4% | 0.13% | -10.6% |
| Q2 2022 | $483,000 | -11.0% | 3,367 | +0.6% | 0.14% | -2.7% |
| Q1 2022 | $543,000 | -5.4% | 3,347 | +0.1% | 0.15% | -4.6% |
| Q4 2021 | $574,000 | +17.4% | 3,342 | +4.9% | 0.15% | -1.9% |
| Q3 2021 | $489,000 | +91.0% | 3,186 | +92.6% | 0.16% | +100.0% |
| Q2 2021 | $256,000 | +5.8% | 1,654 | +0.3% | 0.08% | +1.3% |
| Q1 2021 | $242,000 | +7.1% | 1,649 | +3.2% | 0.08% | +10.0% |
| Q4 2020 | $226,000 | +10.8% | 1,598 | +0.6% | 0.07% | -5.4% |
| Q3 2020 | $204,000 | -9.3% | 1,588 | -11.9% | 0.07% | -28.2% |
| Q4 2019 | $225,000 | +4.7% | 1,802 | +0.3% | 0.10% | -3.7% |
| Q3 2019 | $215,000 | +4.4% | 1,796 | +0.4% | 0.11% | -13.7% |
| Q2 2019 | $206,000 | – | 1,789 | – | 0.12% | – |
Download | ||||||
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% |