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 | $334,191 | +5.5% | 1,831 | +5.5% | 0.22% | +8.6% |
| Q1 2024 | $316,828 | +7.4% | 1,735 | +0.2% | 0.20% | +0.5% |
| Q4 2023 | $295,133 | +9.4% | 1,732 | -0.2% | 0.20% | -1.0% |
| Q3 2023 | $269,740 | -4.3% | 1,736 | 0.0% | 0.20% | +4.7% |
| Q2 2023 | $281,978 | +1.1% | 1,736 | -4.1% | 0.19% | -6.9% |
| Q1 2023 | $278,912 | -3.7% | 1,811 | -5.0% | 0.20% | -15.4% |
| Q4 2022 | $289,578 | – | 1,907 | – | 0.24% | – |
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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% |