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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,349,000 | +33.3% | 14,485 | +41.2% | 0.46% | +52.1% |
| Q4 2021 | $1,762,000 | +11.8% | 10,260 | -0.0% | 0.30% | -11.7% |
| Q3 2021 | $1,576,000 | +5.1% | 10,262 | +5.9% | 0.34% | +3.9% |
| Q2 2021 | $1,499,000 | +6.8% | 9,686 | +1.4% | 0.33% | -28.7% |
| Q1 2021 | $1,404,000 | +2.6% | 9,551 | -1.5% | 0.46% | +16.9% |
| Q4 2020 | $1,368,000 | +15.5% | 9,693 | +5.3% | 0.40% | 0.0% |
| Q3 2020 | $1,184,000 | +24.2% | 9,206 | +13.2% | 0.40% | +61.6% |
| Q2 2020 | $953,000 | +19.0% | 8,133 | +4.9% | 0.24% | -30.6% |
| Q1 2020 | $801,000 | +388.4% | 7,750 | +463.6% | 0.35% | +553.7% |
| Q3 2019 | $164,000 | +3.8% | 1,375 | +0.2% | 0.05% | +8.0% |
| Q2 2019 | $158,000 | -42.3% | 1,372 | -45.0% | 0.05% | -45.7% |
| Q1 2019 | $274,000 | – | 2,496 | – | 0.09% | – |
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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% |