VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,347 | -4.3% | 1,154 | 0.0% | 0.05% | -7.3% |
| Q2 2023 | $187,365 | +5.5% | 1,154 | 0.0% | 0.06% | +7.8% |
| Q1 2023 | $177,652 | +124132.2% | 1,154 | +22.2% | 0.05% | +10.9% |
| Q4 2022 | $143 | -99.9% | 944 | +2.8% | 0.05% | +7.0% |
| Q3 2022 | $124,000 | -6.1% | 918 | +0.1% | 0.04% | 0.0% |
| Q2 2022 | $132,000 | -11.4% | 917 | +0.1% | 0.04% | +4.9% |
| Q1 2022 | $149,000 | -8.6% | 916 | -3.7% | 0.04% | -10.9% |
| Q4 2021 | $163,000 | +98.8% | 951 | +77.8% | 0.05% | +84.0% |
| Q3 2021 | $82,000 | +182.8% | 535 | +189.2% | 0.02% | +177.8% |
| Q2 2021 | $29,000 | +7.4% | 185 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | -72.4% | 185 | -73.4% | 0.01% | -73.5% |
| Q4 2020 | $98,000 | +308.3% | 696 | +276.2% | 0.03% | +240.0% |
| Q3 2020 | $24,000 | +14.3% | 185 | 0.0% | 0.01% | +42.9% |
| Q2 2020 | $21,000 | – | 185 | – | 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% |