VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,085 | +20.7% | 2,453 | +26.2% | 0.04% | +25.0% |
| Q2 2023 | $315,756 | -9.8% | 1,944 | -14.5% | 0.04% | -30.8% |
| Q1 2023 | $350,126 | +13.4% | 2,273 | +11.8% | 0.05% | +6.1% |
| Q4 2022 | $308,801 | -5.0% | 2,034 | -15.5% | 0.05% | -34.7% |
| Q3 2022 | $325,000 | -8.2% | 2,406 | -2.6% | 0.08% | -18.5% |
| Q2 2022 | $354,000 | -42.8% | 2,469 | -35.3% | 0.09% | -30.8% |
| Q1 2022 | $619,000 | +19.5% | 3,817 | +26.5% | 0.13% | +19.8% |
| Q4 2021 | $518,000 | +11.9% | 3,017 | 0.0% | 0.11% | +20.7% |
| Q3 2021 | $463,000 | +44.2% | 3,017 | +45.7% | 0.09% | +24.3% |
| Q2 2021 | $321,000 | +5.6% | 2,071 | +0.2% | 0.07% | -9.8% |
| Q1 2021 | $304,000 | +4.1% | 2,066 | 0.0% | 0.08% | -12.8% |
| Q4 2020 | $292,000 | +9.8% | 2,066 | 0.0% | 0.09% | -10.5% |
| Q3 2020 | $266,000 | +33.0% | 2,066 | +28.7% | 0.10% | +9.4% |
| Q4 2019 | $200,000 | – | 1,605 | – | 0.10% | – |
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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% |