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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,245,762 | +14.3% | 8,204 | +1.7% | 1.06% | +2.4% |
Q3 2022 | $1,090,000 | -5.0% | 8,065 | +0.9% | 1.03% | +3.7% |
Q2 2022 | $1,147,000 | -13.6% | 7,992 | -2.4% | 1.00% | -7.7% |
Q1 2022 | $1,328,000 | -4.9% | 8,187 | +0.6% | 1.08% | +3.4% |
Q4 2021 | $1,397,000 | – | 8,137 | – | 1.04% | – |
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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% |