VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,479,064 | -3.9% | 22,391 | +0.5% | 1.39% | +0.2% |
| Q2 2023 | $3,619,712 | +7.0% | 22,285 | 0.0% | 1.38% | -3.7% |
| Q4 2022 | $3,383,939 | +12.2% | 22,285 | -0.2% | 1.44% | +6.6% |
| Q3 2022 | $3,017,000 | -4.6% | 22,321 | +1.2% | 1.35% | -9.2% |
| Q2 2022 | $3,163,000 | -11.9% | 22,049 | -0.4% | 1.48% | +1.9% |
| Q1 2022 | $3,589,000 | -4.8% | 22,135 | +0.9% | 1.46% | -0.9% |
| Q4 2021 | $3,768,000 | +12.5% | 21,942 | +0.7% | 1.47% | +6.6% |
| Q3 2021 | $3,348,000 | -0.8% | 21,796 | 0.0% | 1.38% | +2.6% |
| Q2 2021 | $3,374,000 | +5.7% | 21,796 | +0.4% | 1.34% | +0.4% |
| Q1 2021 | $3,192,000 | +4.2% | 21,700 | 0.0% | 1.34% | -0.7% |
| Q4 2020 | $3,063,000 | +10.2% | 21,700 | +0.4% | 1.35% | -18.0% |
| Q3 2020 | $2,780,000 | +6.8% | 21,609 | -2.8% | 1.65% | -3.9% |
| Q2 2020 | $2,604,000 | +16.2% | 22,221 | +2.5% | 1.71% | -15.7% |
| Q1 2020 | $2,241,000 | – | 21,675 | – | 2.03% | – |
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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% |