VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,327,604 | -1.1% | 37,836 | +2.7% | 0.07% | +3.1% |
| Q2 2023 | $6,396,159 | -4.0% | 36,833 | -6.8% | 0.06% | -7.2% |
| Q1 2023 | $6,662,874 | -1.3% | 39,535 | -4.2% | 0.07% | -6.8% |
| Q4 2022 | $6,750,144 | +8.3% | 41,284 | -1.2% | 0.07% | +4.2% |
| Q3 2022 | $6,235,549 | +0.8% | 41,779 | +4.1% | 0.07% | +1.4% |
| Q2 2022 | $6,188,480 | +0.1% | 40,141 | +11.8% | 0.07% | +16.7% |
| Q1 2022 | $6,184,414 | +2.0% | 35,894 | +8.5% | 0.06% | +1.7% |
| Q4 2021 | $6,062,573 | – | 33,073 | – | 0.06% | – |
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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% |