VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $724,318 | +17.9% | 4,662 | +23.3% | 0.44% | +24.4% |
| Q2 2023 | $614,177 | +9.6% | 3,781 | +3.9% | 0.36% | +2.0% |
| Q1 2023 | $560,524 | +7.8% | 3,640 | +6.3% | 0.35% | -0.3% |
| Q4 2022 | $520,015 | +17.4% | 3,425 | +4.5% | 0.35% | -12.5% |
| Q3 2022 | $443,000 | -5.5% | 3,277 | +0.3% | 0.40% | -12.3% |
| Q2 2022 | $469,000 | -7.9% | 3,267 | +4.1% | 0.46% | +13.7% |
| Q1 2022 | $509,000 | +10.7% | 3,137 | +17.1% | 0.40% | +5.8% |
| Q4 2021 | $460,000 | – | 2,679 | – | 0.38% | – |
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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% |