VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,561 | -1.2% | 2,295 | +3.3% | 0.18% | -1.6% |
| Q2 2023 | $360,719 | +11.3% | 2,221 | +5.5% | 0.19% | +5.7% |
| Q1 2023 | $324,155 | +1.5% | 2,105 | +0.1% | 0.18% | -4.3% |
| Q4 2022 | $319,305 | +21.3% | 2,103 | +8.0% | 0.18% | +10.8% |
| Q3 2022 | $263,260 | +15.5% | 1,948 | +22.6% | 0.17% | +14.5% |
| Q2 2022 | $227,940 | -20.1% | 1,589 | -9.7% | 0.14% | -9.4% |
| Q1 2022 | $285,201 | -23.9% | 1,759 | -55.6% | 0.16% | -51.5% |
| Q3 2017 | $375,000 | -23.8% | 3,960 | -26.5% | 0.33% | +41.6% |
| Q2 2017 | $492,000 | +106.7% | 5,386 | +103.8% | 0.23% | +1.3% |
| Q1 2017 | $238,000 | – | 2,643 | – | 0.23% | – |
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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% |