VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618,814 | -2.6% | 3,983 | +1.8% | 0.04% | -2.3% |
| Q2 2023 | $635,295 | -3.9% | 3,911 | -8.9% | 0.04% | -14.0% |
| Q1 2023 | $661,041 | +7.2% | 4,292 | +5.7% | 0.05% | -2.0% |
| Q4 2022 | $616,684 | +10.3% | 4,061 | -1.8% | 0.05% | -13.6% |
| Q3 2022 | $559,000 | +65.9% | 4,135 | +76.1% | 0.06% | +55.3% |
| Q2 2022 | $337,000 | -11.5% | 2,348 | +0.0% | 0.04% | +5.6% |
| Q1 2022 | $381,000 | -32.4% | 2,347 | -28.6% | 0.04% | -30.8% |
| Q4 2021 | $564,000 | +14.9% | 3,285 | +2.7% | 0.05% | -1.9% |
| Q3 2021 | $491,000 | -0.8% | 3,198 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $495,000 | +67.2% | 3,198 | +59.1% | 0.06% | +52.8% |
| Q1 2021 | $296,000 | +4.2% | 2,010 | 0.0% | 0.04% | -5.3% |
| Q4 2020 | $284,000 | +9.7% | 2,010 | -0.3% | 0.04% | -7.3% |
| Q3 2020 | $259,000 | -94.7% | 2,017 | -95.1% | 0.04% | -95.0% |
| Q2 2020 | $4,869,000 | +52.4% | 41,553 | +34.4% | 0.82% | +37.8% |
| Q1 2020 | $3,195,000 | – | 30,907 | – | 0.60% | – |
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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% |