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 | $788,676 | -5.5% | 4,320 | -5.5% | 0.39% | -6.0% |
| Q1 2024 | $834,588 | -36.3% | 4,570 | -40.6% | 0.42% | -41.3% |
| Q4 2023 | $1,310,105 | +10.7% | 7,688 | +1.0% | 0.71% | +1.7% |
| Q3 2023 | $1,183,127 | -3.9% | 7,614 | +0.4% | 0.70% | +1.2% |
| Q2 2023 | $1,231,249 | +5.5% | 7,580 | 0.0% | 0.69% | +3.9% |
| Q1 2023 | $1,167,423 | +2.0% | 7,580 | +0.5% | 0.67% | +1.1% |
| Q4 2022 | $1,144,877 | +12.9% | 7,540 | +0.5% | 0.66% | +8.2% |
| Q3 2022 | $1,014,000 | -5.3% | 7,500 | +0.5% | 0.61% | -4.5% |
| Q2 2022 | $1,071,000 | -11.1% | 7,464 | +0.4% | 0.64% | +7.0% |
| Q1 2022 | $1,205,000 | -5.2% | 7,431 | +0.4% | 0.60% | -0.5% |
| Q4 2021 | $1,271,000 | +24.0% | 7,401 | +11.0% | 0.60% | +17.8% |
| Q3 2021 | $1,025,000 | -4.3% | 6,670 | -3.6% | 0.51% | -4.1% |
| Q2 2021 | $1,071,000 | +5.7% | 6,918 | +0.4% | 0.53% | +9.5% |
| Q1 2021 | $1,013,000 | +4.4% | 6,889 | +0.3% | 0.49% | +0.2% |
| Q4 2020 | $970,000 | +10.2% | 6,868 | +0.4% | 0.48% | -0.8% |
| Q3 2020 | $880,000 | +9.9% | 6,839 | 0.0% | 0.49% | -2.0% |
| Q2 2020 | $801,000 | +15.8% | 6,839 | +2.2% | 0.50% | -8.9% |
| Q1 2020 | $692,000 | – | 6,689 | – | 0.55% | – |
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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% |