VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,020 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,554 | +91.4% | 10 | +100.0% | 0.00% | – |
| Q2 2023 | $812 | +5.5% | 5 | 0.0% | 0.00% | – |
| Q1 2023 | $770 | -95.8% | 5 | -95.9% | 0.00% | -100.0% |
| Q4 2022 | $18,526 | +2.9% | 122 | +5.2% | 0.01% | 0.0% |
| Q2 2021 | $18,000 | -18.2% | 116 | -23.7% | 0.01% | -16.7% |
| Q1 2021 | $22,000 | +4.8% | 152 | -2.6% | 0.01% | -20.0% |
| Q4 2020 | $21,000 | -48.8% | 156 | -56.3% | 0.02% | -64.3% |
| Q2 2020 | $41,000 | +28.1% | 357 | +12.3% | 0.04% | +2.4% |
| Q1 2020 | $32,000 | -98.9% | 318 | -98.7% | 0.04% | -98.0% |
| Q4 2019 | $3,006,000 | +1.9% | 24,116 | -2.2% | 2.08% | +8.3% |
| Q3 2019 | $2,950,000 | -0.3% | 24,666 | -4.0% | 1.92% | -3.5% |
| Q2 2019 | $2,959,000 | -4.7% | 25,691 | -9.3% | 1.99% | -16.4% |
| Q1 2019 | $3,105,000 | -27.0% | 28,324 | -26.3% | 2.38% | +16.5% |
| Q3 2018 | $4,253,000 | +6.2% | 38,415 | -2.6% | 2.04% | -18.7% |
| Q2 2018 | $4,006,000 | – | 39,425 | – | 2.52% | – |
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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% |