VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 986 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,257 | -4.3% | 819 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $133,031 | +5.5% | 819 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $126,135 | +1.4% | 819 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $124,365 | +10.1% | 819 | -1.7% | 0.03% | -9.7% |
| Q3 2022 | $113,000 | -5.8% | 833 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $120,000 | +172.7% | 833 | +222.9% | 0.03% | +166.7% |
| Q4 2021 | $44,000 | +10.0% | 258 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $40,000 | +48.1% | 258 | +47.4% | 0.01% | +30.0% |
| Q2 2021 | $27,000 | +3.8% | 175 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $26,000 | +13.0% | 175 | +8.7% | 0.01% | +10.0% |
| Q4 2020 | $23,000 | +9.5% | 161 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $21,000 | +10.5% | 161 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $19,000 | -63.5% | 161 | -65.8% | 0.01% | -65.5% |
| Q3 2018 | $52,000 | – | 471 | – | 0.03% | – |
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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% |