VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,473 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $479,846 | -10.5% | 2,816 | -18.4% | 0.10% | -19.2% |
| Q3 2023 | $536,216 | +5.9% | 3,451 | +3.5% | 0.12% | -10.4% |
| Q4 2022 | $506,268 | +12.0% | 3,334 | -0.4% | 0.13% | 0.0% |
| Q3 2022 | $452,000 | -7.9% | 3,347 | -2.1% | 0.13% | -2.2% |
| Q2 2022 | $491,000 | -16.4% | 3,420 | -5.5% | 0.14% | -5.5% |
| Q1 2022 | $587,000 | +57.0% | 3,620 | +66.4% | 0.14% | +72.6% |
| Q4 2021 | $374,000 | -7.9% | 2,175 | -10.3% | 0.08% | -10.6% |
| Q3 2021 | $406,000 | – | 2,425 | – | 0.09% | – |
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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% |