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 | $5,350,928 | -1.9% | 34,438 | +2.6% | 1.22% | +0.4% |
| Q2 2023 | $5,454,079 | +12.0% | 33,578 | +6.2% | 1.22% | +6.5% |
| Q1 2023 | $4,871,495 | +1.6% | 31,631 | +0.1% | 1.14% | -31.8% |
| Q4 2022 | $4,795,238 | +0.6% | 31,593 | -10.5% | 1.68% | -10.5% |
| Q3 2022 | $4,769,000 | -12.0% | 35,286 | +0.1% | 1.87% | +2.0% |
| Q2 2022 | $5,417,000 | -2.0% | 35,250 | +3.4% | 1.84% | +10.9% |
| Q1 2022 | $5,529,000 | +0.2% | 34,098 | +6.1% | 1.66% | +1.8% |
| Q4 2021 | $5,518,000 | +0.9% | 32,131 | -2.2% | 1.63% | -0.4% |
| Q3 2021 | $5,467,000 | +5.1% | 32,864 | +0.6% | 1.63% | +0.1% |
| Q2 2021 | $5,203,000 | +9.8% | 32,665 | +5.5% | 1.63% | +8.8% |
| Q1 2021 | $4,738,000 | +17.1% | 30,967 | +8.0% | 1.50% | -2.0% |
| Q4 2020 | $4,047,000 | – | 28,666 | – | 1.53% | – |
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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% |