VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,274,395 | +75.8% | 21,074 | +83.8% | 0.11% | -17.0% |
| Q2 2023 | $1,862,465 | +138.2% | 11,466 | +125.9% | 0.14% | +128.8% |
| Q1 2023 | $781,795 | -31.0% | 5,076 | -32.0% | 0.06% | -37.2% |
| Q4 2022 | $1,133,692 | -29.6% | 7,466 | -37.3% | 0.09% | -38.2% |
| Q3 2022 | $1,610,000 | -14.2% | 11,916 | -8.9% | 0.15% | -12.1% |
| Q2 2022 | $1,877,000 | +91.7% | 13,078 | +116.5% | 0.17% | +127.6% |
| Q1 2022 | $979,000 | -7.1% | 6,040 | -1.6% | 0.08% | -1.3% |
| Q4 2021 | $1,054,000 | – | 6,139 | – | 0.08% | – |
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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% |