VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,981 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2024. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,164,273 | -4.4% | 17,372 | -4.1% | 2.01% | -5.5% |
| Q1 2024 | $3,308,585 | +13.4% | 18,119 | +5.9% | 2.13% | -5.0% |
| Q4 2023 | $2,917,654 | +15.3% | 17,114 | +5.0% | 2.24% | +3.7% |
| Q3 2023 | $2,531,454 | -4.8% | 16,293 | -0.5% | 2.16% | -1.8% |
| Q2 2023 | $2,658,523 | +1.8% | 16,368 | -2.9% | 2.20% | -5.7% |
| Q1 2023 | $2,612,468 | +0.1% | 16,850 | +0.3% | 2.33% | -0.6% |
| Q4 2022 | $2,609,853 | +27.6% | 16,806 | +12.1% | 2.35% | +8.0% |
| Q3 2022 | $2,045,000 | -4.2% | 14,997 | +0.7% | 2.17% | -1.9% |
| Q2 2022 | $2,134,000 | -9.7% | 14,889 | +0.7% | 2.22% | +2.9% |
| Q1 2022 | $2,364,000 | -1.5% | 14,789 | +0.3% | 2.16% | -2.7% |
| Q4 2021 | $2,400,000 | – | 14,751 | – | 2.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | 608,405 | $50,644,000 | 27.36% |
| Paragon Capital Management Ltd | 519,858 | $43,273,000 | 23.79% |
| Stokes & Hubbell Capital Management, LLC | 594,190 | $49,460,000 | 21.33% |
| Stanford Investment Group, Inc. | 442,740 | $36,854,000 | 18.80% |
| HM Capital Management, LLC | 170,815 | $14,220,000 | 14.80% |
| Homrich & Berg | 1,838,175 | $153,010,000 | 14.55% |
| Diversified Trust Co | 1,389,659 | $115,675,000 | 13.35% |
| E&G Advisors, LP | 252,324 | $21,003,000 | 12.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 225,463 | $18,768,000 | 9.89% |
| Retirement Planning Group, LLC | 347,462 | $28,923,000 | 9.80% |