VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,767 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $251,344 | -36.3% | 1,377 | -36.2% | 3.36% | +102.6% |
| Q1 2024 | $394,529 | -35.3% | 2,160 | -39.7% | 1.66% | +189.9% |
| Q4 2023 | $610,046 | -12.4% | 3,580 | -20.1% | 0.57% | +20.4% |
| Q3 2023 | $696,109 | -2.8% | 4,480 | +1.6% | 0.48% | +2.6% |
| Q2 2023 | $716,226 | -4.5% | 4,409 | -9.5% | 0.46% | -7.2% |
| Q1 2023 | $750,097 | +3.4% | 4,870 | +1.9% | 0.50% | -3.3% |
| Q4 2022 | $725,756 | – | 4,779 | – | 0.52% | – |
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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% |