VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,244 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $296,000 | -5.7% | 1,826 | 0.0% | 0.23% | -0.9% |
| Q4 2021 | $314,000 | +12.1% | 1,826 | 0.0% | 0.23% | +2.7% |
| Q3 2021 | $280,000 | -3.4% | 1,826 | -2.2% | 0.23% | -5.0% |
| Q2 2021 | $290,000 | -5.8% | 1,868 | -10.7% | 0.24% | -12.5% |
| Q1 2021 | $308,000 | +2.3% | 2,091 | -2.1% | 0.27% | -2.9% |
| Q4 2020 | $301,000 | +9.9% | 2,135 | +0.0% | 0.28% | -1.8% |
| Q3 2020 | $274,000 | +9.2% | 2,134 | -0.2% | 0.28% | -3.4% |
| Q2 2020 | $251,000 | -66.0% | 2,138 | -70.1% | 0.30% | -59.0% |
| Q1 2020 | $738,000 | -18.1% | 7,142 | -1.1% | 0.72% | +5.3% |
| Q4 2019 | $901,000 | +5.6% | 7,225 | -0.1% | 0.68% | +20.2% |
| Q3 2019 | $853,000 | – | 7,229 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | 608,405 | $50,644,000 | 27.36% |
| Paragon Capital Management Ltd | 519,858 | $43,273,000 | 23.79% |
| Stokes & Hubbell Capital Management, LLC | 594,190 | $49,460,000 | 21.33% |
| Stanford Investment Group, Inc. | 442,740 | $36,854,000 | 18.80% |
| HM Capital Management, LLC | 170,815 | $14,220,000 | 14.80% |
| Homrich & Berg | 1,838,175 | $153,010,000 | 14.55% |
| Diversified Trust Co | 1,389,659 | $115,675,000 | 13.35% |
| E&G Advisors, LP | 252,324 | $21,003,000 | 12.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 225,463 | $18,768,000 | 9.89% |
| Retirement Planning Group, LLC | 347,462 | $28,923,000 | 9.80% |