VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 986 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,140 | -4.3% | 3,000 | 0.0% | 0.27% | +2.7% |
| Q2 2023 | $487,290 | +5.5% | 3,000 | 0.0% | 0.26% | +0.8% |
| Q1 2023 | $462,030 | +1.4% | 3,000 | 0.0% | 0.26% | -7.9% |
| Q4 2022 | $455,550 | +12.5% | 3,000 | 0.0% | 0.28% | +8.9% |
| Q3 2022 | $405,000 | -5.8% | 3,000 | 0.0% | 0.26% | +1.2% |
| Q2 2022 | $430,000 | -11.5% | 3,000 | 0.0% | 0.25% | +5.4% |
| Q1 2022 | $486,000 | -5.6% | 3,000 | 0.0% | 0.24% | -0.4% |
| Q4 2021 | $515,000 | +11.7% | 3,000 | 0.0% | 0.24% | +3.9% |
| Q3 2021 | $461,000 | +4.5% | 3,000 | 0.0% | 0.23% | -9.0% |
| Q1 2021 | $441,000 | +4.0% | 3,000 | 0.0% | 0.26% | -8.2% |
| Q4 2020 | $424,000 | +9.8% | 3,000 | 0.0% | 0.28% | -3.8% |
| Q3 2020 | $386,000 | +9.7% | 3,000 | 0.0% | 0.29% | -3.7% |
| Q2 2020 | $352,000 | +13.5% | 3,000 | 0.0% | 0.30% | +6.7% |
| Q1 2020 | $310,000 | -20.1% | 3,000 | 0.0% | 0.28% | +56.7% |
| Q4 2019 | $388,000 | +8.1% | 3,000 | 0.0% | 0.18% | -2.7% |
| Q3 2019 | $359,000 | +4.1% | 3,000 | 0.0% | 0.18% | +2.2% |
| Q2 2019 | $345,000 | +4.9% | 3,000 | 0.0% | 0.18% | +5.2% |
| Q1 2019 | $329,000 | -48.5% | 3,000 | -54.0% | 0.17% | -3.9% |
| Q4 2018 | $639,000 | +92.5% | 6,522 | +117.4% | 0.18% | -7.3% |
| Q3 2018 | $332,000 | +8.9% | 3,000 | 0.0% | 0.19% | +1.0% |
| Q2 2018 | $305,000 | +0.7% | 3,000 | 0.0% | 0.19% | -3.5% |
| Q1 2018 | $303,000 | -1.0% | 3,000 | 0.0% | 0.20% | -8.8% |
| Q4 2017 | $306,000 | – | 3,000 | – | 0.22% | – |
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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% |