VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,456 | +7.7% | 2,172 | +12.7% | 0.12% | +11.7% |
| Q2 2023 | $313,231 | +5.5% | 1,928 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $296,994 | +14.7% | 1,928 | +0.7% | 0.10% | +1.0% |
| Q3 2022 | $259,000 | -5.5% | 1,914 | +0.3% | 0.10% | -10.6% |
| Q2 2022 | $274,000 | -11.0% | 1,908 | +0.3% | 0.11% | +2.7% |
| Q1 2022 | $308,000 | -5.5% | 1,902 | +0.3% | 0.11% | -16.0% |
| Q4 2021 | $326,000 | +12.4% | 1,896 | +0.3% | 0.13% | +4.0% |
| Q3 2021 | $290,000 | -0.7% | 1,890 | +0.3% | 0.13% | -0.8% |
| Q2 2021 | $292,000 | -30.5% | 1,885 | -34.0% | 0.13% | -36.8% |
| Q1 2021 | $420,000 | +4.2% | 2,858 | +0.1% | 0.20% | +34.9% |
| Q4 2020 | $403,000 | +97.5% | 2,854 | +80.2% | 0.15% | +77.4% |
| Q3 2020 | $204,000 | – | 1,584 | – | 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% |