VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $698,261 | -3.3% | 4,494 | +1.1% | 0.43% | -1.2% |
| Q2 2023 | $721,799 | +2.8% | 4,444 | -2.5% | 0.43% | -3.3% |
| Q1 2023 | $702,360 | +1.8% | 4,560 | +0.3% | 0.45% | -4.9% |
| Q4 2022 | $690,176 | +11.7% | 4,545 | -0.5% | 0.47% | -2.3% |
| Q3 2022 | $618,000 | -5.1% | 4,570 | +0.7% | 0.48% | +3.0% |
| Q2 2022 | $651,000 | -17.4% | 4,540 | -6.6% | 0.47% | -6.2% |
| Q1 2022 | $788,000 | -23.3% | 4,859 | -18.9% | 0.50% | -21.0% |
| Q4 2021 | $1,028,000 | +7.3% | 5,988 | +3.6% | 0.63% | +1.1% |
| Q3 2021 | $958,000 | – | 5,781 | – | 0.63% | – |
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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% |