VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,731 | -6.3% | 4,709 | -2.1% | 0.28% | -4.8% |
| Q2 2023 | $781,074 | -4.0% | 4,809 | -9.0% | 0.29% | -12.3% |
| Q1 2023 | $813,526 | +6.8% | 5,282 | +5.3% | 0.33% | +0.3% |
| Q4 2022 | $761,811 | +14.2% | 5,017 | +1.7% | 0.33% | +5.4% |
| Q3 2022 | $667,000 | -1.9% | 4,932 | +4.1% | 0.32% | +3.6% |
| Q2 2022 | $680,000 | -7.2% | 4,740 | +4.8% | 0.30% | +4.5% |
| Q1 2022 | $733,000 | -9.3% | 4,521 | -3.9% | 0.29% | -11.3% |
| Q4 2021 | $808,000 | – | 4,703 | – | 0.33% | – |
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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% |