VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $392,801 | -4.3% | 2,528 | 0.0% | 0.40% | -11.4% |
Q2 2023 | $410,623 | +5.5% | 2,528 | 0.0% | 0.45% | -1.8% |
Q1 2023 | $389,337 | +1.4% | 2,528 | 0.0% | 0.46% | +8.1% |
Q4 2022 | $383,877 | +12.2% | 2,528 | 0.0% | 0.42% | +20.3% |
Q3 2022 | $342,000 | -20.5% | 2,528 | -15.7% | 0.35% | -7.9% |
Q2 2022 | $430,000 | -11.5% | 2,998 | 0.0% | 0.38% | +4.1% |
Q1 2022 | $486,000 | -19.8% | 2,998 | -15.0% | 0.36% | -17.0% |
Q4 2021 | $606,000 | +7.3% | 3,528 | -4.1% | 0.44% | -3.9% |
Q3 2021 | $565,000 | -0.7% | 3,678 | 0.0% | 0.46% | -0.7% |
Q2 2021 | $569,000 | +2.9% | 3,678 | -2.3% | 0.46% | -26.7% |
Q1 2021 | $553,000 | -2.1% | 3,763 | -6.0% | 0.63% | -4.4% |
Q4 2020 | $565,000 | -2.6% | 4,003 | -11.2% | 0.66% | -9.4% |
Q3 2020 | $580,000 | -1.5% | 4,506 | -2.9% | 0.73% | -1.8% |
Q2 2020 | $589,000 | +21.9% | 4,641 | -0.7% | 0.74% | +22.8% |
Q1 2020 | $483,000 | -33.5% | 4,676 | -19.8% | 0.60% | -21.9% |
Q4 2019 | $726,000 | – | 5,827 | – | 0.77% | – |
Download |
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% |