VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854,826 | +45.4% | 5,501 | +52.0% | 0.00% | – |
| Q2 2023 | $588,045 | +43.8% | 3,620 | +36.3% | 0.00% | – |
| Q1 2023 | $408,960 | +118783.7% | 2,655 | +17.1% | 0.00% | – |
| Q4 2022 | $344 | -99.8% | 2,267 | +40.8% | 0.00% | – |
| Q3 2022 | $218,000 | -7.2% | 1,610 | -1.9% | 0.00% | – |
| Q2 2022 | $235,000 | -59.7% | 1,641 | -51.6% | 0.00% | – |
| Q4 2021 | $583,000 | -37.4% | 3,393 | -44.0% | 0.00% | -100.0% |
| Q3 2021 | $931,000 | +183.0% | 6,063 | +185.2% | 0.00% | – |
| Q2 2021 | $329,000 | -20.3% | 2,126 | -24.2% | 0.00% | – |
| Q1 2021 | $413,000 | -5.5% | 2,805 | -9.4% | 0.00% | – |
| Q4 2020 | $437,000 | +74.1% | 3,095 | +58.6% | 0.00% | – |
| Q3 2020 | $251,000 | +14.1% | 1,952 | +10.8% | 0.00% | – |
| Q4 2019 | $220,000 | -6.4% | 1,762 | -13.6% | 0.00% | – |
| Q2 2019 | $235,000 | -55.0% | 2,040 | -56.7% | 0.00% | -100.0% |
| Q3 2018 | $522,000 | +56.3% | 4,713 | +30.9% | 0.00% | 0.0% |
| Q2 2017 | $334,000 | – | 3,601 | – | 0.00% | – |
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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% |