VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,179,110 | +1.6% | 14,024 | +6.2% | 0.43% | +0.5% |
| Q2 2023 | $2,145,392 | +13.1% | 13,208 | +7.2% | 0.43% | +3.6% |
| Q1 2023 | $1,897,386 | +3.4% | 12,320 | +2.0% | 0.41% | -2.6% |
| Q4 2022 | $1,834,126 | -0.9% | 12,079 | -11.8% | 0.42% | -11.1% |
| Q3 2022 | $1,850,000 | -5.8% | 13,689 | +0.0% | 0.48% | -4.6% |
| Q2 2022 | $1,964,000 | -13.4% | 13,688 | -2.1% | 0.50% | -8.9% |
| Q1 2022 | $2,268,000 | -9.4% | 13,986 | -4.0% | 0.55% | +5.2% |
| Q4 2021 | $2,503,000 | +18.0% | 14,575 | +5.5% | 0.52% | +3.4% |
| Q3 2021 | $2,122,000 | -1.3% | 13,813 | -0.6% | 0.50% | -31.7% |
| Q2 2021 | $2,150,000 | -43.6% | 13,890 | -46.4% | 0.74% | -47.1% |
| Q1 2021 | $3,814,000 | +131.9% | 25,929 | +122.5% | 1.40% | +84.5% |
| Q4 2020 | $1,645,000 | – | 11,651 | – | 0.76% | – |
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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% |