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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,420,950 | +7.4% | 20,076 | -2.0% | 0.18% | -0.6% |
| Q3 2023 | $3,184,235 | -16.4% | 20,493 | -12.6% | 0.18% | -10.9% |
| Q2 2023 | $3,807,359 | +10.8% | 23,440 | -49.2% | 0.20% | -82.6% |
| Q4 2022 | $3,436,452 | +1.6% | 46,177 | +95.8% | 1.16% | +417.9% |
| Q3 2022 | $3,384,000 | 0.0% | 23,584 | 0.0% | 0.22% | 0.0% |
| Q2 2022 | $3,384,000 | -11.5% | 23,584 | 0.0% | 0.22% | +3.7% |
| Q1 2022 | $3,824,000 | -2.5% | 23,584 | +3.2% | 0.22% | -0.5% |
| Q4 2021 | $3,924,000 | +25.8% | 22,847 | +12.5% | 0.22% | +12.5% |
| Q3 2021 | $3,120,000 | -11.3% | 20,315 | -10.6% | 0.19% | -13.1% |
| Q2 2021 | $3,516,000 | +5.3% | 22,712 | 0.0% | 0.22% | -2.2% |
| Q1 2021 | $3,340,000 | +3.6% | 22,712 | -0.6% | 0.23% | -1.7% |
| Q4 2020 | $3,225,000 | – | 22,846 | – | 0.23% | – |
Download | ||||||
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% |