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 | $264,370 | -3.9% | 1,701 | +0.5% | 0.04% | -16.7% |
| Q2 2023 | $275,034 | +5.5% | 1,693 | 0.0% | 0.05% | -1.8% |
| Q1 2023 | $260,739 | +1.9% | 1,693 | +0.5% | 0.06% | +5.8% |
| Q4 2022 | $255,860 | +13.2% | 1,685 | +0.6% | 0.05% | +4.0% |
| Q3 2022 | $226,000 | -5.4% | 1,675 | +0.5% | 0.05% | -2.0% |
| Q2 2022 | $239,000 | -11.2% | 1,667 | +0.5% | 0.05% | +10.9% |
| Q1 2022 | $269,000 | -19.7% | 1,659 | -15.0% | 0.05% | -6.1% |
| Q4 2021 | $335,000 | +12.0% | 1,952 | +0.4% | 0.05% | +8.9% |
| Q3 2021 | $299,000 | -0.3% | 1,944 | +0.4% | 0.04% | 0.0% |
| Q2 2021 | $300,000 | +5.6% | 1,937 | +0.4% | 0.04% | -11.8% |
| Q1 2021 | $284,000 | +4.4% | 1,930 | +0.3% | 0.05% | +4.1% |
| Q4 2020 | $272,000 | +10.6% | 1,924 | +0.7% | 0.05% | -9.3% |
| Q3 2020 | $246,000 | +10.3% | 1,910 | +0.4% | 0.05% | +1.9% |
| Q2 2020 | $223,000 | – | 1,902 | – | 0.05% | – |
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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% |