VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,626 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $401,245 | +7.5% | 2,198 | -4.4% | 0.10% | -22.2% |
| Q2 2023 | $373,264 | +5.0% | 2,298 | -0.4% | 0.14% | -0.7% |
| Q1 2023 | $355,455 | +1.5% | 2,308 | +0.1% | 0.14% | -17.1% |
| Q4 2022 | $350,166 | -7.6% | 2,306 | -17.7% | 0.16% | -17.6% |
| Q3 2022 | $379,000 | -16.3% | 2,801 | -11.3% | 0.20% | -14.2% |
| Q2 2022 | $453,000 | -9.9% | 3,157 | +1.8% | 0.23% | -18.6% |
| Q1 2022 | $503,000 | +10.3% | 3,100 | +16.7% | 0.28% | +13.1% |
| Q4 2021 | $456,000 | – | 2,656 | – | 0.25% | – |
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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% |