VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,249,000 | +2.0% | 13,194 | 0.0% | 1.10% | +20.3% |
| Q2 2017 | $1,224,000 | +149.8% | 13,194 | +142.2% | 0.92% | +119.1% |
| Q1 2017 | $490,000 | +1.0% | 5,448 | -4.3% | 0.42% | -0.7% |
| Q4 2016 | $485,000 | +3.4% | 5,690 | +1.7% | 0.42% | -12.1% |
| Q3 2016 | $469,000 | -66.2% | 5,593 | -66.5% | 0.48% | -62.2% |
| Q2 2016 | $1,386,000 | +2.4% | 16,717 | +0.7% | 1.27% | -4.7% |
| Q1 2016 | $1,353,000 | +1.1% | 16,603 | -3.3% | 1.33% | -0.3% |
| Q4 2015 | $1,338,000 | – | 17,169 | – | 1.34% | – |
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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% |