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 | $136,932 | +16.1% | 881 | +21.3% | 0.01% | +14.3% |
| Q2 2023 | $117,924 | +26.1% | 726 | +19.6% | 0.01% | +16.7% |
| Q1 2023 | $93,484 | -94.5% | 607 | -94.6% | 0.01% | -95.0% |
| Q4 2022 | $1,702,998 | +7640.9% | 11,215 | +6656.0% | 0.12% | +5850.0% |
| Q3 2022 | $22,000 | -12.0% | 166 | -4.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -21.9% | 173 | -12.6% | 0.00% | -33.3% |
| Q1 2022 | $32,000 | -37.3% | 198 | -33.8% | 0.00% | -40.0% |
| Q4 2021 | $51,000 | -1.9% | 299 | -11.5% | 0.01% | 0.0% |
| Q3 2021 | $52,000 | -1.9% | 338 | -1.7% | 0.01% | -16.7% |
| Q2 2021 | $53,000 | -51.8% | 344 | -54.1% | 0.01% | -60.0% |
| Q1 2021 | $110,000 | -99.5% | 749 | -99.5% | 0.02% | -99.6% |
| Q4 2020 | $21,958,000 | +9.9% | 155,552 | +0.2% | 4.08% | -8.1% |
| Q3 2020 | $19,979,000 | +7.3% | 155,289 | -2.2% | 4.43% | +1.3% |
| Q2 2020 | $18,615,000 | +14.0% | 158,854 | +0.6% | 4.38% | -1.8% |
| Q1 2020 | $16,334,000 | +233242.9% | 157,983 | +263205.0% | 4.45% | +222600.0% |
| Q4 2019 | $7,000 | – | 60 | – | 0.00% | – |
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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% |