VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,195,650 | -12.3% | 7,695 | -8.4% | 1.24% | -7.7% |
| Q2 2023 | $1,363,925 | -43.4% | 8,397 | -46.4% | 1.34% | -46.8% |
| Q1 2023 | $2,411,724 | +5.2% | 15,660 | +3.8% | 2.52% | +43.7% |
| Q4 2022 | $2,291,799 | +12.2% | 15,093 | -0.1% | 1.75% | -4.7% |
| Q3 2022 | $2,042,000 | +8.3% | 15,106 | +14.9% | 1.84% | +13.9% |
| Q2 2022 | $1,886,000 | -10.1% | 13,147 | +1.6% | 1.62% | +1.1% |
| Q1 2022 | $2,099,000 | -6.9% | 12,945 | -1.4% | 1.60% | +22.0% |
| Q4 2021 | $2,254,000 | +16.6% | 13,123 | +4.3% | 1.31% | -3.1% |
| Q3 2021 | $1,933,000 | +2.0% | 12,587 | +2.8% | 1.35% | -8.1% |
| Q2 2021 | $1,895,000 | +13.0% | 12,245 | +7.4% | 1.47% | +5.6% |
| Q1 2021 | $1,677,000 | +1089.4% | 11,402 | -8.3% | 1.39% | +3565.8% |
| Q4 2020 | $141,000 | -92.0% | 12,431 | -9.6% | 0.04% | -97.7% |
| Q3 2020 | $1,768,000 | +37.2% | 13,747 | +24.9% | 1.67% | +454.0% |
| Q2 2020 | $1,289,000 | – | 11,003 | – | 0.30% | – |
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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% |