VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,064,486 | -1.4% | 26,158 | +3.0% | 1.80% | -0.6% |
| Q2 2023 | $4,123,732 | +0.4% | 25,388 | -4.8% | 1.81% | +2.5% |
| Q1 2023 | $4,105,560 | +1.5% | 26,658 | +0.1% | 1.77% | -18.6% |
| Q4 2022 | $4,045,048 | +9.8% | 26,638 | -2.2% | 2.17% | -6.0% |
| Q3 2022 | $3,682,918 | -5.7% | 27,249 | +0.1% | 2.31% | +7.0% |
| Q2 2022 | $3,904,909 | -10.4% | 27,218 | +1.3% | 2.16% | +7.7% |
| Q1 2022 | $4,356,033 | -5.4% | 26,863 | +0.1% | 2.01% | -2.1% |
| Q4 2021 | $4,606,961 | – | 26,824 | – | 2.05% | – |
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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% |