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 2018 | $49,262,000 | +31.5% | 445,009 | +20.1% | 11.72% | +43.2% |
| Q1 2018 | $37,450,000 | +13.8% | 370,602 | +14.9% | 8.18% | +44.9% |
| Q4 2017 | $32,909,000 | +14.7% | 322,539 | +6.6% | 5.65% | +36.7% |
| Q3 2017 | $28,688,000 | -2.0% | 302,642 | -4.2% | 4.13% | -17.5% |
| Q2 2017 | $29,262,000 | +1.9% | 315,769 | -1.1% | 5.01% | -7.3% |
| Q1 2017 | $28,708,000 | -6.1% | 319,275 | -11.1% | 5.40% | +0.3% |
| Q4 2016 | $30,581,000 | -4.2% | 359,010 | -6.5% | 5.39% | -10.8% |
| Q3 2016 | $31,919,000 | +0.9% | 383,882 | +2.1% | 6.04% | +9.3% |
| Q2 2016 | $31,632,000 | +3.7% | 376,019 | +0.3% | 5.52% | +0.8% |
| Q1 2016 | $30,492,000 | +3.5% | 374,859 | -3.6% | 5.48% | +6.6% |
| Q4 2015 | $29,466,000 | +1.8% | 389,019 | +3.3% | 5.14% | -3.4% |
| Q3 2015 | $28,955,000 | -37.4% | 376,652 | -36.0% | 5.32% | -27.9% |
| Q2 2015 | $46,232,000 | +18.1% | 588,339 | +21.0% | 7.38% | +9.9% |
| Q1 2015 | $39,139,000 | – | 486,389 | – | 6.72% | – |
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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% |