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 | $308,290 | -38.8% | 1,984 | -36.0% | 0.12% | -35.1% |
| Q2 2023 | $503,446 | +3.3% | 3,099 | -2.1% | 0.19% | -6.0% |
| Q1 2023 | $487,359 | +5.5% | 3,164 | +4.0% | 0.20% | -1.0% |
| Q4 2022 | $462,040 | +47.6% | 3,043 | +31.4% | 0.20% | +42.3% |
| Q3 2022 | $313,000 | -26.4% | 2,315 | -21.9% | 0.14% | -23.2% |
| Q2 2022 | $425,000 | +40.7% | 2,965 | +59.4% | 0.18% | +68.2% |
| Q1 2022 | $302,000 | -27.9% | 1,860 | -23.8% | 0.11% | -26.7% |
| Q4 2021 | $419,000 | +11.7% | 2,442 | 0.0% | 0.15% | 0.0% |
| Q3 2021 | $375,000 | +23.4% | 2,442 | +24.1% | 0.15% | +19.0% |
| Q2 2021 | $304,000 | +5.2% | 1,967 | 0.0% | 0.13% | -6.7% |
| Q1 2021 | $289,000 | +4.0% | 1,967 | 0.0% | 0.14% | -6.9% |
| Q4 2020 | $278,000 | +9.9% | 1,967 | 0.0% | 0.14% | -11.6% |
| Q3 2020 | $253,000 | -11.5% | 1,967 | -14.1% | 0.16% | -26.8% |
| Q4 2019 | $286,000 | – | 2,291 | – | 0.22% | – |
Download | ||||||
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% |