VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,971 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is 0.28 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $752,836 | -0.0% | 4,124 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $753,084 | +3.3% | 4,124 | -3.6% | 0.01% | -12.5% |
| Q4 2023 | $728,971 | -13.6% | 4,278 | -21.2% | 0.01% | -20.0% |
| Q3 2023 | $843,558 | +22.2% | 5,429 | +27.7% | 0.01% | +42.9% |
| Q2 2023 | $690,490 | +13.5% | 4,251 | +7.6% | 0.01% | 0.0% |
| Q1 2023 | $608,340 | +101290.0% | 3,950 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $600 | -99.9% | 3,950 | -8.1% | 0.01% | -11.1% |
| Q3 2022 | $581,000 | -12.1% | 4,296 | -6.7% | 0.01% | -10.0% |
| Q2 2022 | $661,000 | +14.4% | 4,606 | +29.3% | 0.01% | +42.9% |
| Q1 2022 | $578,000 | +1.0% | 3,563 | +7.1% | 0.01% | 0.0% |
| Q4 2021 | $572,000 | +60.2% | 3,328 | +43.3% | 0.01% | +75.0% |
| Q3 2021 | $357,000 | -32.4% | 2,323 | -31.9% | 0.00% | -42.9% |
| Q2 2021 | $528,000 | +6.2% | 3,412 | +0.9% | 0.01% | 0.0% |
| Q1 2021 | $497,000 | -66.3% | 3,382 | -73.1% | 0.01% | -73.1% |
| Q2 2020 | $1,474,000 | – | 12,582 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | 610,365 | $51,991,000 | 23.72% |
| Stokes & Hubbell Capital Management, LLC | 600,423 | $51,144,000 | 19.89% |
| Stanford Investment Group, Inc. | 440,441 | $37,517,000 | 18.28% |
| Homrich & Berg | 1,918,872 | $163,449,000 | 14.78% |
| HM Capital Management, LLC | 151,998 | $12,950,000 | 13.18% |
| Bryn Mawr Capital Management, LLC | 149,994 | $12,776,000 | 13.02% |
| E&G Advisors, LP | 258,021 | $21,978,000 | 13.02% |
| MML INVESTORS SERVICES, LLC | 133,892 | $11,405,000 | 12.78% |
| Retirement Planning Group, LLC | 345,086 | $29,394,000 | 9.40% |
| Stearns Financial Services Group | 405,746 | $34,561,000 | 8.97% |