VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $330,000 | -63.9% | 3,189 | -55.6% | 0.06% | -57.2% |
| Q4 2019 | $913,000 | +6.2% | 7,189 | 0.0% | 0.14% | -8.2% |
| Q3 2019 | $860,000 | +3.9% | 7,189 | 0.0% | 0.16% | -5.4% |
| Q2 2019 | $828,000 | +5.1% | 7,189 | 0.0% | 0.17% | -13.0% |
| Q1 2019 | $788,000 | +11.9% | 7,189 | 0.0% | 0.19% | -25.0% |
| Q4 2018 | $704,000 | -11.6% | 7,189 | 0.0% | 0.26% | -9.2% |
| Q3 2018 | $796,000 | +8.9% | 7,189 | 0.0% | 0.28% | -6.9% |
| Q2 2018 | $731,000 | +0.7% | 7,189 | 0.0% | 0.30% | -8.5% |
| Q1 2018 | $726,000 | -1.0% | 7,189 | 0.0% | 0.33% | +1.2% |
| Q4 2017 | $733,000 | +7.6% | 7,189 | 0.0% | 0.33% | +13.9% |
| Q3 2017 | $681,000 | +2.3% | 7,189 | 0.0% | 0.29% | +4.7% |
| Q2 2017 | $666,000 | +2.9% | 7,189 | -0.5% | 0.27% | +2.6% |
| Q1 2017 | $647,000 | +5.7% | 7,223 | +0.5% | 0.27% | +3.1% |
| Q4 2016 | $612,000 | +1.5% | 7,189 | 0.0% | 0.26% | -7.8% |
| Q3 2016 | $603,000 | – | 7,189 | – | 0.28% | – |
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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% |