VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,822 | +42.9% | 3,294 | +49.4% | 0.09% | +24.7% |
| Q2 2023 | $358,158 | -13.2% | 2,205 | -17.7% | 0.07% | -19.8% |
| Q1 2023 | $412,593 | -21.6% | 2,679 | -22.7% | 0.09% | -27.2% |
| Q4 2022 | $526,464 | -34.6% | 3,467 | -41.8% | 0.12% | -67.9% |
| Q3 2022 | $805,000 | +91.2% | 5,959 | +103.2% | 0.39% | +96.0% |
| Q2 2022 | $421,000 | -6.2% | 2,932 | +5.8% | 0.20% | +3.1% |
| Q1 2022 | $449,000 | +1.6% | 2,771 | +7.6% | 0.19% | +12.2% |
| Q4 2021 | $442,000 | +11.6% | 2,576 | 0.0% | 0.17% | -25.9% |
| Q3 2021 | $396,000 | -0.8% | 2,576 | 0.0% | 0.23% | +1.8% |
| Q2 2021 | $399,000 | +2.3% | 2,576 | -2.8% | 0.23% | +1.8% |
| Q1 2021 | $390,000 | +2.1% | 2,651 | -2.0% | 0.22% | -20.0% |
| Q4 2020 | $382,000 | +76.0% | 2,706 | +60.5% | 0.28% | +72.8% |
| Q3 2020 | $217,000 | +1.9% | 1,686 | -1.1% | 0.16% | +14.9% |
| Q4 2019 | $213,000 | +4.4% | 1,705 | -7.6% | 0.14% | +23.7% |
| Q3 2018 | $204,000 | -18.1% | 1,845 | -25.3% | 0.11% | -25.0% |
| Q1 2018 | $249,000 | -3.5% | 2,469 | -2.3% | 0.15% | +29.9% |
| Q4 2017 | $258,000 | – | 2,527 | – | 0.12% | – |
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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% |