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 | $3,190,582 | -7.6% | 20,534 | -3.4% | 0.66% | -7.1% |
| Q2 2023 | $3,453,861 | +2.5% | 21,264 | -2.8% | 0.72% | -3.8% |
| Q1 2023 | $3,367,995 | +0.2% | 21,869 | -1.2% | 0.74% | -4.9% |
| Q4 2022 | $3,362,024 | +6.4% | 22,140 | -5.3% | 0.78% | -1.4% |
| Q3 2022 | $3,159,000 | -10.3% | 23,369 | -4.7% | 0.79% | -7.7% |
| Q2 2022 | $3,520,000 | -14.1% | 24,532 | -2.9% | 0.86% | -18.7% |
| Q1 2022 | $4,096,000 | -5.3% | 25,258 | +0.2% | 1.06% | -7.9% |
| Q4 2021 | $4,327,000 | +8.4% | 25,196 | -3.0% | 1.15% | -0.7% |
| Q3 2021 | $3,991,000 | -5.1% | 25,980 | -0.9% | 1.16% | -4.9% |
| Q2 2021 | $4,205,000 | +0.5% | 26,206 | -7.9% | 1.22% | -8.2% |
| Q1 2021 | $4,185,000 | -61.8% | 28,453 | -63.3% | 1.32% | -63.5% |
| Q4 2020 | $10,949,000 | – | 77,557 | – | 3.62% | – |
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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% |