VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $218,822 | +5.2% | 1,421 | -1.7% | 0.13% | +5.8% |
| Q2 2022 | $208,000 | -9.6% | 1,446 | +0.5% | 0.12% | -0.8% |
| Q1 2022 | $230,000 | +0.9% | 1,439 | +0.4% | 0.12% | -5.4% |
| Q4 2021 | $228,000 | -3.0% | 1,433 | +0.4% | 0.13% | +0.8% |
| Q3 2021 | $235,000 | +6.8% | 1,427 | +0.5% | 0.13% | 0.0% |
| Q2 2021 | $220,000 | +2.8% | 1,420 | +0.4% | 0.13% | -2.3% |
| Q1 2021 | $214,000 | -7.0% | 1,414 | -12.7% | 0.13% | -9.7% |
| Q4 2020 | $230,000 | -8.4% | 1,619 | -13.3% | 0.14% | -17.6% |
| Q3 2020 | $251,000 | +9.6% | 1,867 | +0.4% | 0.18% | -3.8% |
| Q2 2020 | $229,000 | +10.1% | 1,859 | +0.5% | 0.18% | -3.2% |
| Q1 2020 | $208,000 | -12.6% | 1,850 | +0.5% | 0.19% | -8.3% |
| Q4 2019 | $238,000 | – | 1,841 | – | 0.21% | – |
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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% |