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 | $1,537 | -4.2% | 8,380 | -4.6% | 0.27% | -10.6% |
| Q1 2024 | $1,604 | +8.7% | 8,783 | +1.4% | 0.30% | -3.5% |
| Q4 2023 | $1,476 | -99.9% | 8,665 | +6.8% | 0.31% | -4.3% |
| Q3 2023 | $1,267,423 | +7.9% | 8,117 | +6.4% | 0.33% | -17.4% |
| Q2 2023 | $1,174,932 | 0.0% | 7,629 | 0.0% | 0.40% | +8.5% |
| Q1 2023 | $1,174,932 | +0.8% | 7,629 | +4.2% | 0.37% | -7.3% |
| Q4 2022 | $1,165,935 | – | 7,322 | – | 0.40% | – |
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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% |