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 | $9,188,292 | -11.6% | 59,134 | -7.6% | 5.32% | -10.0% |
| Q2 2023 | $10,390,782 | +8.8% | 63,971 | +3.2% | 5.91% | -14.5% |
| Q1 2023 | $9,546,438 | +3.4% | 61,986 | +2.0% | 6.91% | -7.0% |
| Q4 2022 | $9,230,468 | +15.0% | 60,787 | +2.4% | 7.44% | +3.0% |
| Q3 2022 | $8,025,000 | +2.4% | 59,374 | +8.7% | 7.22% | +1.4% |
| Q2 2022 | $7,837,000 | +5579.0% | 54,622 | +6326.1% | 7.12% | +6091.3% |
| Q1 2022 | $138,000 | -5.5% | 850 | +0.2% | 0.12% | -6.5% |
| Q4 2021 | $146,000 | – | 848 | – | 0.12% | – |
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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% |