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 | $2,635,402 | -15.9% | 16,961 | -12.0% | 0.39% | -2.7% |
| Q2 2023 | $3,131,827 | +0.8% | 19,281 | -4.4% | 0.40% | -0.7% |
| Q1 2023 | $3,105,521 | +0.3% | 20,164 | -1.1% | 0.41% | -5.1% |
| Q4 2022 | $3,095,296 | +15.2% | 20,384 | +2.5% | 0.43% | -0.7% |
| Q3 2022 | $2,687,000 | -9.9% | 19,879 | -4.4% | 0.43% | -5.3% |
| Q2 2022 | $2,982,000 | -22.5% | 20,784 | -12.4% | 0.46% | -11.8% |
| Q1 2022 | $3,847,000 | +15.0% | 23,722 | +21.8% | 0.52% | +16.7% |
| Q4 2021 | $3,345,000 | +17.8% | 19,477 | +10.9% | 0.44% | +15.9% |
| Q3 2021 | $2,839,000 | +6.3% | 17,568 | +1.8% | 0.38% | +4.4% |
| Q2 2021 | $2,670,000 | +6.8% | 17,249 | +1.5% | 0.37% | -1.1% |
| Q1 2021 | $2,500,000 | +5.0% | 16,999 | +0.8% | 0.37% | -9.7% |
| Q4 2020 | $2,380,000 | – | 16,858 | – | 0.41% | – |
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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% |