VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,572,329 | +75.9% | 10,119 | +83.9% | 0.31% | +61.6% |
| Q2 2023 | $893,729 | -2.6% | 5,502 | -7.6% | 0.19% | -12.8% |
| Q1 2023 | $917,473 | -3.4% | 5,957 | -4.8% | 0.22% | -15.2% |
| Q4 2022 | $950,250 | +12.3% | 6,258 | +0.0% | 0.26% | -16.3% |
| Q3 2022 | $846,000 | -4.8% | 6,257 | +0.9% | 0.31% | +2.0% |
| Q2 2022 | $889,000 | -10.2% | 6,200 | +1.7% | 0.30% | -1.6% |
| Q1 2022 | $990,000 | -5.6% | 6,099 | +0.0% | 0.31% | -1.9% |
| Q4 2021 | $1,049,000 | +6.6% | 6,098 | -4.7% | 0.31% | -8.2% |
| Q3 2021 | $984,000 | -1.0% | 6,402 | -0.3% | 0.34% | -4.5% |
| Q2 2021 | $994,000 | +7.3% | 6,423 | +2.4% | 0.36% | -3.8% |
| Q1 2021 | $926,000 | -1.0% | 6,272 | -5.5% | 0.37% | -21.8% |
| Q4 2020 | $935,000 | – | 6,634 | – | 0.47% | – |
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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% |