VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,402 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $26,952 | -99.9% | 175 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $25,107,000 | -11.5% | 175 | 0.0% | 0.02% | +17.6% |
| Q1 2022 | $28,378,000 | -5.6% | 175 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $30,056,000 | +11.8% | 175 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $26,880,000 | -0.8% | 175 | 0.0% | 0.02% | +5.9% |
| Q2 2021 | $27,088,000 | +5.2% | 175 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $25,739,000 | -8.8% | 175 | -12.5% | 0.02% | -19.0% |
| Q4 2020 | $28,234,000 | +9.7% | 200 | 0.0% | 0.02% | -4.5% |
| Q3 2020 | $25,732,000 | +9.8% | 200 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $23,436,000 | +13.3% | 200 | 0.0% | 0.02% | -4.3% |
| Q1 2020 | $20,678,000 | -17.1% | 200 | 0.0% | 0.02% | +21.1% |
| Q4 2019 | $24,932,000 | +4.2% | 200 | 0.0% | 0.02% | +5.6% |
| Q3 2019 | $23,916,000 | +3.8% | 200 | 0.0% | 0.02% | -10.0% |
| Q2 2019 | $23,032,000 | +5.0% | 200 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $21,928,000 | +11.9% | 200 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $19,590,000 | -11.5% | 200 | 0.0% | 0.02% | +5.3% |
| Q3 2018 | $22,140,000 | – | 200 | – | 0.02% | – |
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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% |