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 | $487,957 | -9.4% | 2,673 | -9.4% | 0.26% | -16.8% |
Q1 2024 | $538,700 | +7.2% | 2,950 | 0.0% | 0.32% | -19.6% |
Q4 2023 | $502,680 | +6.6% | 2,950 | -2.8% | 0.39% | -20.2% |
Q3 2023 | $471,579 | -4.3% | 3,035 | 0.0% | 0.49% | -11.8% |
Q2 2023 | $492,976 | -6.0% | 3,035 | -6.2% | 0.56% | +6.3% |
Q1 2023 | $524,588 | +12.0% | 3,235 | +4.9% | 0.52% | -12.2% |
Q4 2022 | $468,457 | – | 3,085 | – | 0.60% | – |
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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% |