VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,453 | -5.5% | 2,880 | -1.2% | 0.09% | -5.2% |
| Q2 2023 | $473,391 | -27.5% | 2,914 | -31.3% | 0.10% | -33.3% |
| Q1 2023 | $653,216 | -85.0% | 4,241 | -85.2% | 0.14% | -86.4% |
| Q4 2022 | $4,358,874 | +34.1% | 28,705 | +19.3% | 1.06% | +11.4% |
| Q3 2022 | $3,251,000 | -11.8% | 24,053 | -6.3% | 0.95% | -13.6% |
| Q2 2022 | $3,684,000 | -10.8% | 25,675 | +0.8% | 1.10% | -1.4% |
| Q1 2022 | $4,132,000 | -8.1% | 25,482 | -2.6% | 1.12% | +2.8% |
| Q4 2021 | $4,495,000 | +10.7% | 26,174 | -1.0% | 1.08% | -6.2% |
| Q3 2021 | $4,060,000 | +70.5% | 26,435 | +71.9% | 1.16% | +68.2% |
| Q2 2021 | $2,381,000 | +51.0% | 15,380 | +43.5% | 0.69% | +27.9% |
| Q1 2021 | $1,577,000 | +5.2% | 10,719 | +0.9% | 0.54% | -4.8% |
| Q4 2020 | $1,499,000 | -18.3% | 10,619 | -25.5% | 0.56% | -29.6% |
| Q3 2020 | $1,834,000 | – | 14,253 | – | 0.80% | – |
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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% |