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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $967,515 | -0.0% | 5,300 | 0.0% | 0.64% | -3.3% |
| Q1 2024 | $967,833 | +7.2% | 5,300 | 0.0% | 0.66% | +0.5% |
| Q4 2023 | $903,120 | +9.7% | 5,300 | 0.0% | 0.66% | +2.5% |
| Q3 2023 | $823,514 | -4.3% | 5,300 | 0.0% | 0.64% | -1.5% |
| Q2 2023 | $860,879 | +5.5% | 5,300 | 0.0% | 0.65% | 0.0% |
| Q1 2023 | $816,253 | +1.4% | 5,300 | 0.0% | 0.65% | -2.4% |
| Q4 2022 | $804,805 | +12.4% | 5,300 | 0.0% | 0.67% | -3.9% |
| Q3 2022 | $716,000 | -4.0% | 5,300 | +1.9% | 0.69% | +2.8% |
| Q2 2022 | $746,000 | -11.5% | 5,200 | 0.0% | 0.67% | -4.3% |
| Q1 2022 | $843,000 | -5.6% | 5,200 | 0.0% | 0.70% | -1.1% |
| Q4 2021 | $893,000 | +11.8% | 5,200 | 0.0% | 0.71% | +5.5% |
| Q3 2021 | $799,000 | -0.7% | 5,200 | 0.0% | 0.68% | -0.6% |
| Q2 2021 | $805,000 | +5.2% | 5,200 | 0.0% | 0.68% | -1.0% |
| Q1 2021 | $765,000 | +4.2% | 5,200 | 0.0% | 0.69% | +9.4% |
| Q4 2020 | $734,000 | – | 5,200 | – | 0.63% | – |
Download | ||||||
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% |