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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $579,004 | +47.3% | 3,813 | +31.3% | 0.07% | +31.5% |
Q3 2022 | $393,000 | -10.3% | 2,905 | -4.9% | 0.05% | -5.3% |
Q2 2022 | $438,000 | -43.2% | 3,055 | -35.8% | 0.06% | -32.9% |
Q1 2022 | $771,000 | -14.5% | 4,757 | -9.5% | 0.08% | -12.4% |
Q4 2021 | $902,000 | +131.3% | 5,254 | +108.7% | 0.10% | +54.0% |
Q2 2021 | $390,000 | – | 2,517 | – | 0.06% | – |
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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% |