VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,737 | -4.0% | 410 | +0.2% | 0.03% | 0.0% |
| Q2 2023 | $66,410 | -2.6% | 409 | -7.7% | 0.03% | -11.1% |
| Q1 2023 | $68,204 | -39.4% | 443 | -40.2% | 0.04% | -44.6% |
| Q4 2022 | $112,591 | +12.6% | 741 | +0.1% | 0.06% | +10.2% |
| Q3 2022 | $100,000 | +29.9% | 740 | +38.6% | 0.06% | +22.9% |
| Q2 2022 | $77,000 | -11.5% | 534 | 0.0% | 0.05% | +11.6% |
| Q1 2022 | $87,000 | -15.5% | 534 | -10.6% | 0.04% | -12.2% |
| Q4 2021 | $103,000 | +128.9% | 597 | +101.7% | 0.05% | +75.0% |
| Q3 2021 | $45,000 | +21.6% | 296 | +25.4% | 0.03% | +21.7% |
| Q2 2021 | $37,000 | +5.7% | 236 | 0.0% | 0.02% | -11.5% |
| Q1 2021 | $35,000 | +75.0% | 236 | +69.8% | 0.03% | +62.5% |
| Q4 2020 | $20,000 | +11.1% | 139 | +0.7% | 0.02% | -11.1% |
| Q3 2020 | $18,000 | – | 138 | – | 0.02% | – |
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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% |