VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,046 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2019. The put-call ratio across all filers is 1.29 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544 | -1.8% | 3,503 | -0.2% | 0.11% | -20.6% |
| Q4 2022 | $554 | -99.9% | 3,510 | 0.0% | 0.14% | -0.7% |
| Q3 2022 | $474,000 | -3.1% | 3,510 | +2.9% | 0.14% | +2.2% |
| Q2 2022 | $489,000 | -11.6% | 3,410 | 0.0% | 0.13% | -3.6% |
| Q1 2022 | $553,000 | +6.6% | 3,410 | +12.9% | 0.14% | +8.6% |
| Q4 2021 | $519,000 | +14.8% | 3,020 | +3.4% | 0.13% | -16.3% |
| Q2 2021 | $452,000 | +9.7% | 2,920 | +4.3% | 0.15% | +15.0% |
| Q1 2021 | $412,000 | +4.3% | 2,800 | 0.0% | 0.13% | +19.8% |
| Q4 2020 | $395,000 | +9.7% | 2,800 | 0.0% | 0.11% | -8.3% |
| Q3 2020 | $360,000 | +33.3% | 2,800 | +21.7% | 0.12% | +23.5% |
| Q2 2020 | $270,000 | +13.4% | 2,300 | 0.0% | 0.10% | 0.0% |
| Q1 2020 | $238,000 | -17.1% | 2,300 | 0.0% | 0.10% | +10.1% |
| Q4 2019 | $287,000 | +4.4% | 2,300 | 0.0% | 0.09% | -1.1% |
| Q3 2019 | $275,000 | +3.8% | 2,300 | 0.0% | 0.09% | +3.4% |
| Q2 2019 | $265,000 | +5.2% | 2,300 | 0.0% | 0.09% | +6.1% |
| Q1 2019 | $252,000 | +12.0% | 2,300 | 0.0% | 0.08% | +1.2% |
| Q4 2018 | $225,000 | – | 2,300 | – | 0.08% | – |
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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% |