VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. 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 | $1,193,232 | -5.7% | 7,679 | -1.5% | 1.24% | -5.4% |
| Q2 2023 | $1,265,672 | +3.6% | 7,792 | -1.8% | 1.31% | -3.6% |
| Q1 2023 | $1,222,065 | +1.9% | 7,935 | +0.5% | 1.36% | +5.0% |
| Q4 2022 | $1,198,978 | +11.5% | 7,896 | -0.7% | 1.29% | -6.2% |
| Q3 2022 | $1,075,000 | -5.3% | 7,951 | +0.5% | 1.38% | +0.4% |
| Q2 2022 | $1,135,000 | -11.1% | 7,911 | +0.5% | 1.37% | +7.3% |
| Q1 2022 | $1,277,000 | -4.6% | 7,873 | +1.1% | 1.28% | +17.3% |
| Q4 2021 | $1,338,000 | – | 7,789 | – | 1.09% | – |
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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% |