VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,220 | -23.2% | 5,086 | -19.7% | 0.25% | -20.9% |
| Q2 2023 | $1,028,463 | -66.8% | 6,332 | -68.5% | 0.32% | -53.3% |
| Q1 2023 | $3,095,366 | +4.7% | 20,100 | +3.2% | 0.68% | -13.9% |
| Q4 2022 | $2,957,150 | +1.5% | 19,474 | -9.7% | 0.78% | -12.6% |
| Q3 2022 | $2,914,000 | +1.8% | 21,562 | +8.0% | 0.90% | +6.7% |
| Q2 2022 | $2,863,000 | -12.3% | 19,968 | -0.8% | 0.84% | -2.8% |
| Q1 2022 | $3,264,000 | -5.7% | 20,125 | -0.1% | 0.87% | -2.8% |
| Q4 2021 | $3,460,000 | – | 20,141 | – | 0.89% | – |
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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% |