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 | $772,208 | -25.8% | 4,970 | -22.4% | 0.68% | -19.8% |
| Q2 2023 | $1,040,038 | +10.2% | 6,403 | +4.5% | 0.85% | +6.5% |
| Q1 2023 | $943,450 | +4.6% | 6,126 | +3.1% | 0.80% | +1.8% |
| Q4 2022 | $902,131 | +13.9% | 5,941 | +1.4% | 0.78% | +1.4% |
| Q3 2022 | $792,000 | -4.5% | 5,857 | +1.4% | 0.77% | +9.8% |
| Q2 2022 | $829,000 | -1.9% | 5,776 | +10.8% | 0.70% | -11.4% |
| Q1 2022 | $845,000 | -8.1% | 5,211 | -2.6% | 0.79% | +2.3% |
| Q4 2021 | $919,000 | -3.5% | 5,351 | -13.7% | 0.77% | -1.4% |
| Q3 2021 | $952,000 | +6.2% | 6,197 | +7.1% | 0.78% | -2.0% |
| Q2 2021 | $896,000 | +52.1% | 5,785 | +44.4% | 0.80% | +31.7% |
| Q1 2021 | $589,000 | – | 4,006 | – | 0.61% | – |
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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% |