VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,694,725 | -5.8% | 120,316 | -1.5% | 1.98% | -9.3% |
| Q2 2023 | $19,837,725 | +4.8% | 122,131 | -0.6% | 2.19% | -7.2% |
| Q1 2023 | $18,928,951 | +5.3% | 122,907 | +3.8% | 2.36% | -13.4% |
| Q4 2022 | $17,976,110 | +63.2% | 118,381 | +45.2% | 2.72% | +7.9% |
| Q3 2022 | $11,016,000 | -2.5% | 81,506 | +3.5% | 2.52% | -13.4% |
| Q2 2022 | $11,295,000 | -10.2% | 78,731 | +1.5% | 2.91% | -8.7% |
| Q1 2022 | $12,581,000 | +1.1% | 77,587 | +7.1% | 3.19% | -8.4% |
| Q4 2021 | $12,445,000 | – | 72,458 | – | 3.48% | – |
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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% |