VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,969 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2024. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $48,559 | -84.6% | 266 | -85.7% | 0.02% | -87.0% |
| Q4 2023 | $314,585 | +9.3% | 1,864 | 0.0% | 0.15% | +21.7% |
| Q3 2023 | $287,721 | -10.9% | 1,864 | -6.8% | 0.12% | -10.4% |
| Q2 2023 | $323,002 | +3.4% | 2,001 | 0.0% | 0.13% | -2.2% |
| Q1 2023 | $312,395 | +2.8% | 2,001 | 0.0% | 0.14% | -4.9% |
| Q4 2022 | $303,909 | +9.7% | 2,001 | 0.0% | 0.14% | -6.5% |
| Q3 2022 | $277,000 | +3.4% | 2,001 | +7.3% | 0.15% | +22.2% |
| Q2 2022 | $268,000 | -11.6% | 1,864 | 0.0% | 0.13% | +5.0% |
| Q1 2022 | $303,000 | -4.7% | 1,864 | 0.0% | 0.12% | -0.8% |
| Q4 2021 | $318,000 | +11.2% | 1,864 | 0.0% | 0.12% | +2.5% |
| Q3 2021 | $286,000 | -1.0% | 1,864 | 0.0% | 0.12% | -2.5% |
| Q2 2021 | $289,000 | +20.4% | 1,864 | +0.1% | 0.12% | -13.6% |
| Q1 2021 | $240,000 | -7.3% | 1,863 | 0.0% | 0.14% | +8.5% |
| Q4 2020 | $259,000 | +7.9% | 1,863 | 0.0% | 0.13% | -7.9% |
| Q3 2020 | $240,000 | -98.7% | 1,863 | +1094.2% | 0.14% | +1172.7% |
| Q3 2019 | $18,587,000 | – | 156 | – | 0.01% | – |
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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% |