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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $39,000 | -96.6% | 238 | -96.8% | 0.02% | -95.7% |
| Q3 2021 | $1,159,000 | +4.2% | 7,548 | +5.0% | 0.42% | +4.2% |
| Q2 2021 | $1,112,000 | -17.9% | 7,187 | -21.9% | 0.40% | -23.2% |
| Q1 2021 | $1,354,000 | -72.3% | 9,207 | -73.4% | 0.53% | -74.3% |
| Q4 2020 | $4,885,000 | +17.4% | 34,601 | +7.0% | 2.05% | -4.9% |
| Q3 2020 | $4,160,000 | +13.8% | 32,332 | +3.6% | 2.16% | +5.5% |
| Q2 2020 | $3,656,000 | +23.8% | 31,201 | +9.2% | 2.04% | -44.2% |
| Q1 2020 | $2,952,000 | -39.9% | 28,572 | -27.4% | 3.66% | +41.2% |
| Q4 2019 | $4,910,000 | +29.4% | 39,358 | +23.8% | 2.59% | +2.6% |
| Q3 2019 | $3,795,000 | -6.6% | 31,780 | -10.0% | 2.52% | -6.9% |
| Q2 2019 | $4,064,000 | +15.5% | 35,293 | +10.0% | 2.71% | +7.5% |
| Q1 2019 | $3,518,000 | +64.7% | 32,089 | +47.2% | 2.52% | +51.9% |
| Q4 2018 | $2,136,000 | +6790.3% | 21,800 | +7658.0% | 1.66% | +7804.8% |
| Q3 2018 | $31,000 | – | 281 | – | 0.02% | – |
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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% |