VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,897,143 | -4.3% | 12,210 | +0.1% | 0.34% | -1.7% |
| Q2 2023 | $1,982,208 | +9.5% | 12,203 | +3.8% | 0.35% | +3.9% |
| Q1 2023 | $1,810,121 | +120.1% | 11,753 | +117.0% | 0.34% | +0.6% |
| Q4 2022 | $822,430 | +12.4% | 5,417 | +0.1% | 0.33% | +0.6% |
| Q3 2022 | $732,000 | +7.2% | 5,413 | +13.8% | 0.33% | +24.3% |
| Q2 2022 | $683,000 | -11.4% | 4,758 | +0.0% | 0.27% | +9.4% |
| Q1 2022 | $771,000 | +36.0% | 4,756 | +44.1% | 0.24% | +37.9% |
| Q4 2021 | $567,000 | +54.9% | 3,300 | +38.5% | 0.18% | +37.2% |
| Q3 2021 | $366,000 | -0.8% | 2,383 | 0.0% | 0.13% | -4.4% |
| Q2 2021 | $369,000 | +28.6% | 2,383 | +22.0% | 0.14% | +19.5% |
| Q1 2021 | $287,000 | +24.8% | 1,953 | +19.7% | 0.11% | +15.3% |
| Q4 2020 | $230,000 | +10.0% | 1,631 | 0.0% | 0.10% | -6.7% |
| Q3 2020 | $209,000 | -36.3% | 1,631 | -48.5% | 0.10% | -64.0% |
| Q1 2020 | $328,000 | -46.6% | 3,169 | -35.7% | 0.29% | -39.7% |
| Q4 2019 | $614,000 | – | 4,929 | – | 0.48% | – |
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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% |