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 | $8,204,856 | -1.8% | 52,805 | +2.7% | 0.41% | -0.5% |
| Q2 2023 | $8,354,349 | +6.4% | 51,434 | +0.9% | 0.41% | -3.5% |
| Q1 2023 | $7,851,897 | +18.2% | 50,983 | +16.5% | 0.43% | +5.9% |
| Q4 2022 | $6,643,342 | -15.9% | 43,749 | -20.5% | 0.40% | -24.0% |
| Q3 2022 | $7,898,000 | 0.0% | 55,047 | 0.0% | 0.53% | 0.0% |
| Q2 2022 | $7,898,000 | -11.8% | 55,047 | +5.5% | 0.53% | 0.0% |
| Q4 2021 | $8,957,000 | -60.1% | 52,153 | -64.3% | 0.53% | -25.7% |
| Q3 2021 | $22,442,000 | +0.8% | 146,109 | +1.5% | 0.72% | +1.0% |
| Q2 2021 | $22,272,000 | +13.4% | 143,888 | +7.7% | 0.71% | +0.4% |
| Q1 2021 | $19,644,000 | – | 133,558 | – | 0.71% | – |
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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% |