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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,653,008 | +5.3% | 10,177 | -0.1% | 0.88% | -0.2% |
| Q1 2023 | $1,569,630 | -5.2% | 10,192 | -5.2% | 0.89% | -6.0% |
| Q4 2022 | $1,655,174 | +7.9% | 10,746 | -0.5% | 0.94% | +1.0% |
| Q3 2022 | $1,534,000 | -1.5% | 10,801 | -0.5% | 0.94% | -1.0% |
| Q2 2022 | $1,558,000 | -10.8% | 10,858 | +0.8% | 0.94% | +1.4% |
| Q1 2022 | $1,747,000 | -3.6% | 10,773 | +0.3% | 0.93% | -9.3% |
| Q4 2021 | $1,813,000 | – | 10,745 | – | 1.03% | – |
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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% |