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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622,607 | -4.8% | 4,007 | -0.5% | 0.08% | -2.6% |
| Q2 2023 | $654,105 | +5.5% | 4,027 | 0.0% | 0.08% | -2.5% |
| Q1 2023 | $620,198 | +1.4% | 4,027 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $611,499 | +12.4% | 4,027 | 0.0% | 0.08% | +3.9% |
| Q3 2022 | $544,000 | -5.7% | 4,027 | 0.0% | 0.08% | -12.6% |
| Q2 2022 | $577,000 | -16.9% | 4,027 | -0.4% | 0.09% | -17.9% |
| Q1 2022 | $694,000 | 0.0% | 4,042 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $694,000 | +27.6% | 4,042 | +14.1% | 0.11% | +15.2% |
| Q3 2021 | $544,000 | +7.7% | 3,542 | +8.4% | 0.09% | +7.0% |
| Q2 2021 | $505,000 | +10.3% | 3,267 | +4.8% | 0.09% | 0.0% |
| Q1 2021 | $458,000 | +1.8% | 3,117 | -2.2% | 0.09% | -10.4% |
| Q4 2020 | $450,000 | -14.9% | 3,188 | -22.5% | 0.10% | -26.7% |
| Q3 2020 | $529,000 | +148.4% | 4,115 | +125.9% | 0.13% | +142.6% |
| Q2 2020 | $213,000 | -6.2% | 1,822 | 0.0% | 0.05% | -16.9% |
| Q4 2019 | $227,000 | +1.8% | 1,822 | -2.7% | 0.06% | -13.3% |
| Q3 2019 | $223,000 | – | 1,872 | – | 0.08% | – |
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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% |