VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,305 | -49.9% | 1,302 | -47.6% | 0.09% | -49.7% |
| Q2 2023 | $403,639 | +60.6% | 2,485 | +52.3% | 0.18% | +40.2% |
| Q1 2023 | $251,344 | +16.0% | 1,632 | +14.4% | 0.13% | +1.5% |
| Q4 2022 | $216,690 | -14.7% | 1,427 | -14.3% | 0.13% | -42.0% |
| Q2 2022 | $254,000 | +2.8% | 1,665 | +3.8% | 0.22% | -8.2% |
| Q1 2022 | $247,000 | -8.9% | 1,604 | 0.0% | 0.24% | -2.0% |
| Q4 2021 | $271,000 | – | 1,604 | – | 0.25% | – |
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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% |