VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,955,998 | +14.1% | 109,126 | +19.2% | 6.67% | -7.7% |
| Q2 2023 | $14,866,568 | -11.5% | 91,526 | -16.1% | 7.23% | +6.9% |
| Q1 2023 | $16,806,495 | -37.8% | 109,126 | -38.7% | 6.76% | -39.5% |
| Q4 2022 | $27,034,615 | +113238.4% | 178,035 | +0.9% | 11.18% | -0.3% |
| Q3 2022 | $23,853 | -5.8% | 176,477 | -0.0% | 11.21% | +1.7% |
| Q2 2022 | $25,331 | +25.6% | 176,562 | +41.9% | 11.02% | +29.5% |
| Q1 2022 | $20,172 | +278.8% | 124,398 | +301.3% | 8.52% | +223.5% |
| Q4 2021 | $5,325 | – | 31,002 | – | 2.63% | – |
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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% |