VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,802,366 | -3.2% | 50,215 | +1.2% | 0.42% | -19.1% |
| Q2 2023 | $8,057,039 | +6.4% | 49,603 | +0.9% | 0.52% | -4.8% |
| Q1 2023 | $7,569,109 | +1.8% | 49,147 | +0.4% | 0.54% | -0.5% |
| Q4 2022 | $7,433,285 | +13.7% | 48,951 | +1.2% | 0.55% | +1.7% |
| Q3 2022 | $6,536,000 | -5.5% | 48,360 | +0.3% | 0.54% | -8.2% |
| Q2 2022 | $6,917,000 | +149.4% | 48,208 | +181.9% | 0.59% | -23.1% |
| Q1 2022 | $2,773,000 | +103.6% | 17,102 | +115.7% | 0.76% | +101.6% |
| Q4 2021 | $1,362,000 | +39.4% | 7,928 | +24.6% | 0.38% | +18.1% |
| Q3 2021 | $977,000 | +56.8% | 6,362 | +58.0% | 0.32% | +59.2% |
| Q2 2021 | $623,000 | +17.8% | 4,027 | +12.0% | 0.20% | -7.8% |
| Q1 2021 | $529,000 | -11.2% | 3,597 | -14.8% | 0.22% | +89.6% |
| Q4 2020 | $596,000 | +85.7% | 4,220 | +69.1% | 0.12% | +69.1% |
| Q3 2020 | $321,000 | +56.6% | 2,496 | +52.1% | 0.07% | -69.8% |
| Q4 2019 | $205,000 | – | 1,641 | – | 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% |