VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,614 | -4.6% | 3,052 | +0.1% | 0.17% | -1.8% |
| Q2 2023 | $495,241 | +5.5% | 3,049 | 0.0% | 0.17% | +3.6% |
| Q1 2023 | $469,569 | +0.7% | 3,049 | +0.0% | 0.16% | -5.7% |
| Q4 2022 | $466,279 | +123.1% | 3,048 | +97.2% | 0.18% | +96.6% |
| Q3 2022 | $209,000 | -5.9% | 1,546 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $222,000 | -12.3% | 1,546 | 0.0% | 0.09% | +1.1% |
| Q1 2022 | $253,000 | -4.9% | 1,546 | 0.0% | 0.09% | -9.2% |
| Q4 2021 | $266,000 | +12.2% | 1,546 | 0.0% | 0.10% | -9.3% |
| Q3 2021 | $237,000 | -6.7% | 1,546 | -5.6% | 0.11% | -12.9% |
| Q2 2021 | $254,000 | +5.4% | 1,638 | 0.0% | 0.12% | -14.5% |
| Q1 2021 | $241,000 | +4.3% | 1,638 | 0.0% | 0.14% | -13.2% |
| Q4 2020 | $231,000 | +9.5% | 1,638 | 0.0% | 0.17% | -20.9% |
| Q3 2020 | $211,000 | – | 1,638 | – | 0.21% | – |
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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% |