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 | $642 | -3.6% | 4,137 | +0.9% | 0.36% | -0.3% |
| Q2 2023 | $666 | -5.7% | 4,101 | -10.5% | 0.36% | -13.9% |
| Q1 2023 | $706 | -49.1% | 4,582 | -49.8% | 0.42% | -52.3% |
| Q4 2022 | $1,387 | -99.8% | 9,135 | +111.0% | 0.88% | +111.3% |
| Q3 2022 | $585,000 | -7.3% | 4,330 | -1.6% | 0.42% | -3.3% |
| Q2 2022 | $631,000 | -11.6% | 4,402 | -0.0% | 0.43% | +3.9% |
| Q1 2022 | $714,000 | -5.6% | 4,403 | +0.0% | 0.41% | -4.6% |
| Q4 2021 | $756,000 | +11.8% | 4,402 | 0.0% | 0.43% | +2.1% |
| Q3 2021 | $676,000 | +6.8% | 4,402 | +7.5% | 0.42% | +5.0% |
| Q2 2021 | $633,000 | +10.5% | 4,095 | +5.1% | 0.40% | -0.2% |
| Q1 2021 | $573,000 | -4.3% | 3,898 | -8.1% | 0.40% | -10.0% |
| Q4 2020 | $599,000 | – | 4,243 | – | 0.45% | – |
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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% |