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 | $2,404,360 | +0.5% | 15,474 | +5.1% | 1.64% | +3.7% |
| Q2 2023 | $2,391,426 | +18.0% | 14,723 | +11.9% | 1.58% | +17.0% |
| Q1 2023 | $2,026,127 | +8.1% | 13,156 | +6.6% | 1.35% | +36.5% |
| Q4 2022 | $1,874,912 | +12.6% | 12,347 | +0.2% | 0.99% | -11.2% |
| Q3 2022 | $1,665,000 | +5.7% | 12,319 | +12.2% | 1.11% | +10.2% |
| Q2 2022 | $1,575,000 | -8.1% | 10,978 | +3.8% | 1.01% | -5.1% |
| Q1 2022 | $1,714,000 | +6.7% | 10,572 | +13.0% | 1.06% | -16.9% |
| Q4 2021 | $1,607,000 | – | 9,357 | – | 1.28% | – |
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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% |