VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,864 | +19.7% | 3,809 | +25.1% | 0.05% | +24.4% |
| Q2 2023 | $494,563 | +38.2% | 3,045 | +31.0% | 0.04% | +32.3% |
| Q1 2023 | $357,986 | -7.2% | 2,324 | -8.5% | 0.03% | -11.4% |
| Q4 2022 | $385,788 | +31.2% | 2,541 | +23.8% | 0.04% | -7.9% |
| Q3 2022 | $294,000 | 0.0% | 2,052 | 0.0% | 0.04% | +35.7% |
| Q2 2022 | $294,000 | -6.1% | 2,052 | +6.2% | 0.03% | -20.0% |
| Q1 2022 | $313,000 | +51.2% | 1,933 | +60.3% | 0.04% | +45.8% |
| Q4 2021 | $207,000 | – | 1,206 | – | 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% |