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 | $403,835 | -0.0% | 2,212 | 0.0% | 0.11% | -1.7% |
| Q1 2024 | $403,968 | +8.5% | 2,212 | +1.2% | 0.12% | -1.7% |
| Q4 2023 | $372,438 | +10.4% | 2,186 | +0.6% | 0.12% | +1.7% |
| Q3 2023 | $337,456 | +7.7% | 2,172 | +12.7% | 0.12% | +11.7% |
| Q2 2023 | $313,231 | +5.5% | 1,928 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $296,994 | +14.7% | 1,928 | +0.7% | 0.10% | +1.0% |
| Q3 2022 | $259,000 | -5.5% | 1,914 | +0.3% | 0.10% | -10.6% |
| Q2 2022 | $274,000 | -11.0% | 1,908 | +0.3% | 0.11% | +2.7% |
| Q1 2022 | $308,000 | -5.5% | 1,902 | +0.3% | 0.11% | -16.0% |
| Q4 2021 | $326,000 | +12.4% | 1,896 | +0.3% | 0.13% | +4.0% |
| Q3 2021 | $290,000 | -0.7% | 1,890 | +0.3% | 0.13% | -0.8% |
| Q2 2021 | $292,000 | -30.5% | 1,885 | -34.0% | 0.13% | -36.8% |
| Q1 2021 | $420,000 | +4.2% | 2,858 | +0.1% | 0.20% | +34.9% |
| Q4 2020 | $403,000 | +97.5% | 2,854 | +80.2% | 0.15% | +77.4% |
| Q3 2020 | $204,000 | – | 1,584 | – | 0.08% | – |
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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% |