VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,471 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,837 | -16.4% | 1,144 | -16.4% | 0.02% | -20.8% |
| Q1 2024 | $249,810 | -16.9% | 1,368 | -22.5% | 0.02% | -27.3% |
| Q4 2023 | $300,756 | +2.8% | 1,765 | -6.3% | 0.03% | -5.7% |
| Q3 2023 | $292,581 | +0.1% | 1,883 | +4.6% | 0.04% | 0.0% |
| Q2 2023 | $292,374 | -3.1% | 1,800 | -8.2% | 0.04% | -7.9% |
| Q1 2023 | $301,860 | -9.0% | 1,960 | -10.3% | 0.04% | -15.6% |
| Q4 2022 | $331,792 | +14.8% | 2,185 | +2.1% | 0.04% | +7.1% |
| Q3 2022 | $289,000 | -5.9% | 2,141 | 0.0% | 0.04% | -8.7% |
| Q2 2022 | $307,000 | -11.5% | 2,141 | 0.0% | 0.05% | -8.0% |
| Q1 2022 | $347,000 | -5.7% | 2,141 | 0.0% | 0.05% | +2.0% |
| Q4 2021 | $368,000 | +11.9% | 2,141 | 0.0% | 0.05% | +8.9% |
| Q3 2021 | $329,000 | -0.6% | 2,141 | 0.0% | 0.04% | -8.2% |
| Q2 2021 | $331,000 | +5.1% | 2,141 | 0.0% | 0.05% | +6.5% |
| Q1 2021 | $315,000 | +4.3% | 2,141 | 0.0% | 0.05% | -2.1% |
| Q4 2020 | $302,000 | – | 2,141 | – | 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% |