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 | $1,919,024 | -2.2% | 10,512 | -2.1% | 0.18% | -1.1% |
| Q1 2024 | $1,961,289 | +8.0% | 10,740 | +0.8% | 0.18% | +6.5% |
| Q4 2023 | $1,815,416 | +7.8% | 10,654 | -1.7% | 0.17% | -0.6% |
| Q3 2023 | $1,684,414 | -1.6% | 10,841 | +2.9% | 0.17% | +3.0% |
| Q2 2023 | $1,711,631 | +15.9% | 10,538 | +9.9% | 0.17% | +14.5% |
| Q1 2023 | $1,476,341 | +34.6% | 9,586 | +32.7% | 0.14% | +31.8% |
| Q4 2022 | $1,096,803 | +77.2% | 7,223 | +57.6% | 0.11% | +66.7% |
| Q3 2022 | $619,000 | -11.2% | 4,582 | -5.7% | 0.07% | -7.0% |
| Q2 2022 | $697,000 | -20.2% | 4,860 | -9.7% | 0.07% | -10.1% |
| Q1 2022 | $873,000 | -6.1% | 5,382 | -0.6% | 0.08% | -1.2% |
| Q4 2021 | $930,000 | -0.9% | 5,415 | -11.3% | 0.08% | -12.1% |
| Q3 2021 | $938,000 | -27.5% | 6,105 | -26.9% | 0.09% | -26.0% |
| Q2 2021 | $1,293,000 | -8.0% | 8,354 | -12.5% | 0.12% | -12.8% |
| Q1 2021 | $1,405,000 | -10.0% | 9,550 | -13.7% | 0.14% | -14.0% |
| Q4 2020 | $1,561,000 | – | 11,060 | – | 0.16% | – |
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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% |