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 | $866,831 | +7.3% | 5,580 | +12.2% | 0.24% | +20.2% |
| Q2 2023 | $808,056 | -4.8% | 4,975 | -9.8% | 0.20% | 0.0% |
| Q1 2023 | $849,192 | +32.8% | 5,514 | +31.5% | 0.20% | +35.3% |
| Q4 2022 | $639,216 | +11.0% | 4,194 | -1.6% | 0.15% | +23.0% |
| Q3 2022 | $576,000 | -12.7% | 4,261 | +1.8% | 0.12% | -0.8% |
| Q2 2022 | $660,000 | -5.2% | 4,186 | -7.9% | 0.12% | -6.8% |
| Q1 2022 | $696,000 | – | 4,545 | – | 0.13% | – |
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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% |