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 | $556,394 | -4.3% | 3,581 | +0.0% | 0.06% | 0.0% |
| Q2 2023 | $581,539 | +5.5% | 3,580 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $551,393 | -20.9% | 3,580 | -22.0% | 0.06% | -26.4% |
| Q4 2022 | $696,781 | -31.2% | 4,588 | -38.8% | 0.09% | -36.5% |
| Q3 2022 | $1,013,000 | -18.1% | 7,499 | -13.0% | 0.14% | -13.3% |
| Q2 2022 | $1,237,000 | -23.8% | 8,623 | -13.9% | 0.16% | -15.1% |
| Q1 2022 | $1,624,000 | +11.3% | 10,016 | +6.5% | 0.19% | +17.0% |
| Q4 2021 | $1,459,000 | +3.1% | 9,404 | +2.0% | 0.16% | -3.0% |
| Q3 2021 | $1,415,000 | +1.0% | 9,217 | +1.8% | 0.16% | 0.0% |
| Q2 2021 | $1,401,000 | +110.0% | 9,051 | +99.4% | 0.16% | +67.3% |
| Q1 2021 | $667,000 | +118.7% | 4,539 | +110.0% | 0.10% | +113.0% |
| Q4 2020 | $305,000 | +44.5% | 2,161 | +31.4% | 0.05% | +31.4% |
| Q3 2020 | $211,000 | +1.9% | 1,644 | -1.0% | 0.04% | -7.9% |
| Q4 2019 | $207,000 | +239.3% | 1,660 | +162.7% | 0.04% | +171.4% |
| Q4 2018 | $61,000 | – | 632 | – | 0.01% | – |
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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% |