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 | $3,531,612 | -9.0% | 19,346 | -9.0% | 1.82% | -9.8% |
| Q1 2024 | $3,880,828 | +7.2% | 21,252 | 0.0% | 2.02% | +1.1% |
| Q4 2023 | $3,621,341 | +6.1% | 21,252 | -3.2% | 2.00% | +13.5% |
| Q3 2023 | $3,411,679 | -4.3% | 21,957 | 0.0% | 1.76% | -2.0% |
| Q2 2023 | $3,566,476 | +5.0% | 21,957 | -0.5% | 1.80% | +2.7% |
| Q1 2023 | $3,396,999 | +1.5% | 22,057 | +0.0% | 1.75% | -21.3% |
| Q4 2022 | $3,348,444 | – | 22,051 | – | 2.22% | – |
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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% |