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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,432,293 | -1.0% | 9,218 | +3.5% | 1.03% | -15.3% |
| Q2 2023 | $1,447,089 | -3.0% | 8,909 | -8.0% | 1.22% | -7.0% |
| Q1 2023 | $1,491,433 | +2.4% | 9,684 | +1.0% | 1.31% | -5.4% |
| Q4 2022 | $1,456,000 | +4.0% | 9,587 | -7.4% | 1.38% | -9.5% |
| Q3 2022 | $1,400,000 | -6.7% | 10,357 | -0.9% | 1.53% | +1.7% |
| Q2 2022 | $1,500,000 | -6.0% | 10,455 | +6.2% | 1.50% | -6.6% |
| Q1 2022 | $1,596,000 | -5.8% | 9,844 | -0.2% | 1.61% | -1.2% |
| Q4 2021 | $1,694,000 | – | 9,865 | – | 1.63% | – |
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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% |