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 | $2,719,000 | +209.0% | 16,765 | +227.4% | 1.69% | +188.4% |
| Q4 2021 | $880,000 | +91.3% | 5,120 | +71.0% | 0.58% | +90.6% |
| Q3 2021 | $460,000 | +45.1% | 2,995 | +46.1% | 0.31% | +45.5% |
| Q2 2021 | $317,000 | +5.3% | 2,050 | 0.0% | 0.21% | -12.1% |
| Q1 2021 | $301,000 | -14.5% | 2,050 | -17.8% | 0.24% | -12.1% |
| Q4 2020 | $352,000 | +15.0% | 2,493 | +4.7% | 0.27% | +5.4% |
| Q3 2020 | $306,000 | +27.5% | 2,381 | +16.3% | 0.26% | +17.7% |
| Q2 2020 | $240,000 | -18.4% | 2,048 | -27.9% | 0.22% | -13.7% |
| Q1 2020 | $294,000 | -17.6% | 2,841 | -0.8% | 0.26% | -24.6% |
| Q4 2019 | $357,000 | – | 2,864 | – | 0.34% | – |
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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% |