VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,755 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $79,646 | +7.2% | 436 | 0.0% | 0.04% | -2.5% |
| Q4 2023 | $74,320 | +9.7% | 436 | 0.0% | 0.04% | -2.4% |
| Q3 2023 | $67,770 | -4.3% | 436 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $70,844 | +5.5% | 436 | 0.0% | 0.04% | -4.7% |
| Q1 2023 | $67,172 | +1.4% | 436 | 0.0% | 0.04% | -12.2% |
| Q4 2022 | $66,229 | +12.3% | 436 | 0.0% | 0.05% | +14.0% |
| Q3 2022 | $59,000 | -6.3% | 436 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $63,000 | -11.3% | 436 | 0.0% | 0.04% | +4.8% |
| Q1 2022 | $71,000 | -5.3% | 436 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $75,000 | +11.9% | 436 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $67,000 | 0.0% | 436 | +0.2% | 0.04% | 0.0% |
| Q2 2021 | $67,000 | +4.7% | 435 | +0.2% | 0.04% | -7.0% |
| Q1 2021 | $64,000 | +4.9% | 434 | 0.0% | 0.04% | -2.3% |
| Q4 2020 | $61,000 | +8.9% | 434 | +0.5% | 0.04% | -4.3% |
| Q3 2020 | $56,000 | +12.0% | 432 | +0.2% | 0.05% | -2.1% |
| Q2 2020 | $50,000 | +13.6% | 431 | +0.2% | 0.05% | -7.8% |
| Q1 2020 | $44,000 | -18.5% | 430 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $54,000 | – | 430 | – | 0.05% | – |
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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% |