VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $12,733 | -99.3% | 83,853 | +679.5% | 0.84% | +555.5% |
| Q2 2021 | $1,739,000 | -1.9% | 10,757 | -10.7% | 0.13% | -11.1% |
| Q1 2021 | $1,772,000 | +4.2% | 12,047 | 0.0% | 0.14% | +2.1% |
| Q4 2020 | $1,701,000 | +9.7% | 12,047 | 0.0% | 0.14% | -3.4% |
| Q3 2020 | $1,550,000 | +9.8% | 12,047 | 0.0% | 0.15% | +2.1% |
| Q2 2020 | $1,412,000 | +13.3% | 12,047 | 0.0% | 0.14% | -7.7% |
| Q1 2020 | $1,246,000 | -17.0% | 12,047 | 0.0% | 0.16% | +4.7% |
| Q4 2019 | $1,502,000 | +0.2% | 12,047 | -13.4% | 0.15% | -8.6% |
| Q3 2019 | $1,499,000 | -6.4% | 13,913 | 0.0% | 0.16% | -4.1% |
| Q2 2019 | $1,602,000 | +5.0% | 13,913 | 0.0% | 0.17% | +5.6% |
| Q1 2019 | $1,525,000 | +11.9% | 13,913 | 0.0% | 0.16% | -3.6% |
| Q4 2018 | $1,363,000 | -11.5% | 13,913 | 0.0% | 0.17% | -2.9% |
| Q3 2018 | $1,540,000 | +8.9% | 13,913 | 0.0% | 0.17% | +21.3% |
| Q2 2018 | $1,414,000 | +0.6% | 13,913 | 0.0% | 0.14% | -10.8% |
| Q1 2018 | $1,406,000 | -1.0% | 13,913 | 0.0% | 0.16% | -1.9% |
| Q4 2017 | $1,420,000 | – | 13,913 | – | 0.16% | – |
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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% |