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 | $340,470 | -9.2% | 2,191 | -5.1% | 0.06% | -5.1% |
| Q2 2023 | $374,893 | +5.5% | 2,308 | 0.0% | 0.06% | -4.8% |
| Q1 2023 | $355,459 | +1.0% | 2,308 | -0.4% | 0.06% | -12.7% |
| Q4 2022 | $352,000 | +19.7% | 2,318 | +6.5% | 0.07% | +10.9% |
| Q3 2022 | $294,000 | -5.8% | 2,176 | +0.1% | 0.06% | -3.0% |
| Q2 2022 | $312,000 | +19.5% | 2,173 | +34.8% | 0.07% | +40.4% |
| Q1 2022 | $261,000 | -5.8% | 1,612 | +0.1% | 0.05% | -4.1% |
| Q4 2021 | $277,000 | +12.1% | 1,610 | +0.1% | 0.05% | 0.0% |
| Q3 2021 | $247,000 | -0.8% | 1,609 | +0.1% | 0.05% | -2.0% |
| Q2 2021 | $249,000 | +5.5% | 1,607 | +0.1% | 0.05% | -7.4% |
| Q1 2021 | $236,000 | +2.6% | 1,605 | +0.1% | 0.05% | +3.8% |
| Q4 2020 | $230,000 | +3.1% | 1,604 | -3.3% | 0.05% | -14.8% |
| Q3 2020 | $223,000 | +6.2% | 1,658 | +0.1% | 0.06% | -7.6% |
| Q2 2020 | $210,000 | -15.3% | 1,656 | -14.0% | 0.07% | -20.5% |
| Q4 2019 | $248,000 | +10.2% | 1,925 | +2.4% | 0.08% | -2.4% |
| Q3 2019 | $225,000 | -0.4% | 1,879 | -2.8% | 0.08% | -8.6% |
| Q2 2019 | $226,000 | +7.1% | 1,933 | +0.3% | 0.09% | 0.0% |
| Q1 2019 | $211,000 | – | 1,927 | – | 0.09% | – |
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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% |