VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,157 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $471,921 | +4.5% | 2,590 | -0.0% | 0.12% | -4.1% |
| Q1 2024 | $451,687 | +3.8% | 2,591 | +0.1% | 0.12% | -6.8% |
| Q4 2023 | $435,000 | +8.1% | 2,588 | -0.4% | 0.13% | -2.2% |
| Q3 2023 | $402,230 | -4.1% | 2,599 | +0.2% | 0.14% | -5.6% |
| Q2 2023 | $419,298 | +4.0% | 2,595 | +0.1% | 0.14% | -0.7% |
| Q1 2023 | $403,256 | -25.8% | 2,593 | -25.8% | 0.14% | -40.7% |
| Q4 2022 | $543,391 | +36.9% | 3,495 | +19.8% | 0.24% | +21.5% |
| Q3 2022 | $397,000 | -6.6% | 2,918 | +0.2% | 0.20% | -7.8% |
| Q2 2022 | $425,000 | -9.8% | 2,911 | +0.2% | 0.22% | 0.0% |
| Q1 2022 | $471,000 | +1.1% | 2,906 | -0.3% | 0.22% | +14.2% |
| Q4 2021 | $466,000 | -12.4% | 2,916 | -8.3% | 0.19% | +4.4% |
| Q3 2021 | $532,000 | +9.5% | 3,181 | +5.2% | 0.18% | +2.2% |
| Q2 2021 | $486,000 | +5.9% | 3,025 | +0.2% | 0.18% | -3.8% |
| Q1 2021 | $459,000 | +12.8% | 3,019 | +4.6% | 0.18% | +9.5% |
| Q4 2020 | $407,000 | +30.9% | 2,887 | +16.2% | 0.17% | -7.1% |
| Q2 2020 | $311,000 | +41.4% | 2,484 | +24.5% | 0.18% | -4.2% |
| Q1 2020 | $220,000 | – | 1,995 | – | 0.19% | – |
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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% |