VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,691 | -4.3% | 3,660 | 0.0% | 0.30% | -3.8% |
| Q2 2023 | $594,494 | +5.3% | 3,660 | -0.1% | 0.31% | -7.7% |
| Q1 2023 | $564,446 | +101236.8% | 3,665 | 0.0% | 0.34% | -15.2% |
| Q4 2022 | $557 | -99.9% | 3,665 | +0.1% | 0.40% | +6.4% |
| Q3 2022 | $495,000 | -7.0% | 3,660 | -1.3% | 0.38% | +0.8% |
| Q2 2022 | $532,000 | -11.6% | 3,710 | 0.0% | 0.37% | +7.2% |
| Q1 2022 | $602,000 | -5.5% | 3,710 | 0.0% | 0.35% | +1.8% |
| Q4 2021 | $637,000 | +14.0% | 3,710 | +2.0% | 0.34% | +7.5% |
| Q3 2021 | $559,000 | -0.7% | 3,639 | 0.0% | 0.32% | 0.0% |
| Q2 2021 | $563,000 | +5.2% | 3,639 | 0.0% | 0.32% | -5.6% |
| Q1 2021 | $535,000 | +4.1% | 3,639 | 0.0% | 0.34% | +4.7% |
| Q4 2020 | $514,000 | +9.8% | 3,639 | 0.0% | 0.32% | -5.3% |
| Q3 2020 | $468,000 | +9.9% | 3,639 | 0.0% | 0.34% | +16.4% |
| Q2 2020 | $426,000 | -49.1% | 3,639 | -50.4% | 0.29% | -17.5% |
| Q1 2020 | $837,000 | +81.6% | 7,338 | +98.4% | 0.35% | -9.7% |
| Q4 2019 | $461,000 | – | 3,699 | – | 0.39% | – |
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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% |