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 | $384,223 | -4.2% | 2,473 | +0.2% | 0.12% | -2.5% |
| Q2 2023 | $401,053 | +14.8% | 2,469 | +8.8% | 0.12% | +8.2% |
| Q1 2023 | $349,461 | +3.3% | 2,269 | +1.8% | 0.11% | -14.7% |
| Q4 2022 | $338,353 | +17.9% | 2,228 | +5.0% | 0.13% | +9.3% |
| Q3 2022 | $287,000 | -5.6% | 2,121 | +0.2% | 0.12% | -9.2% |
| Q2 2022 | $304,000 | -19.1% | 2,117 | -8.7% | 0.13% | 0.0% |
| Q1 2022 | $376,000 | +22.1% | 2,318 | +29.4% | 0.13% | +20.4% |
| Q4 2021 | $308,000 | +12.4% | 1,791 | +0.2% | 0.11% | -1.8% |
| Q3 2021 | $274,000 | -0.7% | 1,787 | +0.2% | 0.11% | -6.0% |
| Q2 2021 | $276,000 | 0.0% | 1,783 | -5.1% | 0.12% | -12.7% |
| Q1 2021 | $276,000 | +13.1% | 1,878 | +8.9% | 0.13% | -8.2% |
| Q4 2020 | $244,000 | +13.5% | 1,725 | +3.4% | 0.15% | -8.2% |
| Q3 2020 | $215,000 | +13.2% | 1,668 | -9.2% | 0.16% | +13.6% |
| Q1 2020 | $190,000 | -30.9% | 1,836 | -16.8% | 0.14% | -30.3% |
| Q4 2019 | $275,000 | – | 2,206 | – | 0.20% | – |
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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% |