VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $942,458 | -5.7% | 6,066 | -1.4% | 0.23% | +1.3% |
| Q2 2023 | $999,112 | +3.6% | 6,151 | -1.7% | 0.22% | -3.0% |
| Q1 2023 | $964,108 | -2.0% | 6,260 | -3.4% | 0.23% | -3.7% |
| Q4 2022 | $983,519 | +13.2% | 6,477 | +0.7% | 0.24% | +6.6% |
| Q3 2022 | $869,000 | -49.0% | 6,433 | -45.8% | 0.23% | -27.8% |
| Q2 2022 | $1,703,000 | -0.4% | 11,869 | +12.6% | 0.31% | +7.6% |
| Q1 2022 | $1,710,000 | +11.0% | 10,544 | +5.1% | 0.29% | +4.7% |
| Q3 2021 | $1,541,000 | -3.7% | 10,032 | -3.0% | 0.28% | -7.3% |
| Q2 2021 | $1,601,000 | +14.9% | 10,342 | +9.3% | 0.30% | +3.8% |
| Q1 2021 | $1,393,000 | +1.3% | 9,466 | -2.8% | 0.29% | -6.5% |
| Q4 2020 | $1,375,000 | +0.9% | 9,741 | -8.0% | 0.31% | -12.0% |
| Q3 2020 | $1,363,000 | +9.6% | 10,593 | -0.2% | 0.35% | -25.5% |
| Q2 2020 | $1,244,000 | +20.7% | 10,618 | +6.5% | 0.47% | +4.0% |
| Q1 2020 | $1,031,000 | +6.4% | 9,974 | +28.3% | 0.45% | +18.0% |
| Q4 2019 | $969,000 | – | 7,772 | – | 0.38% | – |
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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% |