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 | $1,272,148 | -2.5% | 8,187 | +1.9% | 0.30% | -5.8% |
| Q2 2023 | $1,304,848 | +15.5% | 8,033 | +9.5% | 0.31% | +7.6% |
| Q1 2023 | $1,129,471 | +10.2% | 7,334 | +8.7% | 0.29% | +2.5% |
| Q4 2022 | $1,024,778 | +9.4% | 6,749 | -2.7% | 0.28% | +4.4% |
| Q3 2022 | $937,000 | -4.1% | 6,935 | +1.8% | 0.27% | -0.4% |
| Q2 2022 | $977,000 | -3.8% | 6,812 | +8.7% | 0.27% | +14.2% |
| Q1 2022 | $1,016,000 | +4.6% | 6,268 | +10.9% | 0.24% | +2.1% |
| Q4 2021 | $971,000 | – | 5,653 | – | 0.23% | – |
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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% |