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 2024 | $10,226 | -98.1% | 56 | -98.5% | 0.00% | -99.2% |
| Q1 2021 | $525,000 | 0.0% | 3,719 | 0.0% | 0.26% | 0.0% |
| Q4 2020 | $525,000 | +7.6% | 3,719 | -2.0% | 0.26% | +34.0% |
| Q3 2020 | $488,000 | +8.2% | 3,794 | -1.4% | 0.20% | -12.8% |
| Q2 2020 | $451,000 | +64.6% | 3,847 | +37.6% | 0.23% | +30.6% |
| Q4 2018 | $274,000 | -18.2% | 2,796 | -7.5% | 0.17% | -9.9% |
| Q3 2018 | $335,000 | 0.0% | 3,022 | -8.2% | 0.19% | -9.9% |
| Q2 2018 | $335,000 | -3.5% | 3,292 | -4.1% | 0.21% | -5.3% |
| Q1 2018 | $347,000 | -32.9% | 3,431 | -32.3% | 0.22% | -35.7% |
| Q4 2017 | $517,000 | -6.5% | 5,066 | -13.1% | 0.35% | -11.2% |
| Q3 2017 | $553,000 | -4.5% | 5,829 | -6.7% | 0.39% | -5.3% |
| Q2 2017 | $579,000 | +2.8% | 6,250 | -0.2% | 0.42% | -1.4% |
| Q1 2017 | $563,000 | -81.4% | 6,260 | -82.4% | 0.42% | -83.4% |
| Q4 2016 | $3,026,000 | – | 35,519 | – | 2.54% | – |
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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% |