VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,126,897 | -4.3% | 7,338 | +1.2% | 0.35% | -21.0% |
| Q2 2023 | $1,177,780 | +8.0% | 7,251 | +2.4% | 0.44% | -7.4% |
| Q1 2023 | $1,090,237 | +1.4% | 7,079 | 0.0% | 0.47% | -13.7% |
| Q4 2022 | $1,074,946 | +12.3% | 7,079 | -0.0% | 0.55% | -7.3% |
| Q3 2022 | $957,000 | -6.6% | 7,080 | -0.9% | 0.59% | -4.5% |
| Q2 2022 | $1,025,000 | -11.5% | 7,143 | 0.0% | 0.62% | -0.8% |
| Q1 2022 | $1,158,000 | +56.3% | 7,143 | +65.5% | 0.62% | +40.8% |
| Q4 2021 | $741,000 | – | 4,316 | – | 0.44% | – |
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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% |