VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524 | -14.2% | 3,372 | -10.3% | 0.21% | -27.3% |
| Q2 2023 | $611 | -5.0% | 3,759 | -9.9% | 0.29% | +17.7% |
| Q1 2023 | $643 | -0.2% | 4,174 | -1.5% | 0.25% | +3.3% |
| Q4 2022 | $644 | -99.9% | 4,239 | +1.3% | 0.24% | +0.4% |
| Q3 2022 | $565,000 | -5.4% | 4,183 | +0.5% | 0.24% | +3.9% |
| Q2 2022 | $597,000 | -11.2% | 4,164 | +0.5% | 0.23% | +6.9% |
| Q1 2022 | $672,000 | -5.2% | 4,145 | +0.4% | 0.22% | -2.7% |
| Q4 2021 | $709,000 | +12.4% | 4,128 | +0.4% | 0.22% | +5.7% |
| Q3 2021 | $631,000 | -0.5% | 4,111 | +0.4% | 0.21% | +5.0% |
| Q2 2021 | $634,000 | +5.7% | 4,094 | +0.4% | 0.20% | -1.0% |
| Q1 2021 | $600,000 | +4.5% | 4,077 | +0.3% | 0.20% | -3.8% |
| Q4 2020 | $574,000 | +10.8% | 4,064 | +0.8% | 0.21% | -6.7% |
| Q3 2020 | $518,000 | +10.2% | 4,030 | +0.5% | 0.22% | +1.4% |
| Q2 2020 | $470,000 | +13.8% | 4,011 | +0.5% | 0.22% | -7.9% |
| Q1 2020 | $413,000 | -12.1% | 3,993 | +5.9% | 0.24% | +8.1% |
| Q4 2019 | $470,000 | +4.7% | 3,772 | +0.5% | 0.22% | -17.7% |
| Q3 2019 | $449,000 | – | 3,754 | – | 0.27% | – |
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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% |