VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,795 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,463,901 | +2.6% | 8,019 | +2.7% | 0.44% | -13.7% |
| Q1 2024 | $1,426,394 | +10.0% | 7,811 | +2.7% | 0.51% | -1.9% |
| Q4 2023 | $1,296,572 | -66.8% | 7,609 | -69.8% | 0.52% | -26.0% |
| Q3 2023 | $3,908,943 | +14.0% | 25,157 | +19.2% | 0.70% | +15.0% |
| Q2 2023 | $3,429,380 | +25.7% | 21,113 | +19.2% | 0.61% | +46.0% |
| Q1 2023 | $2,728,588 | +29.2% | 17,717 | +27.4% | 0.42% | +15.7% |
| Q4 2022 | $2,112,397 | – | 13,911 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | 610,365 | $51,991,000 | 23.72% |
| Stokes & Hubbell Capital Management, LLC | 600,423 | $51,144,000 | 19.89% |
| Stanford Investment Group, Inc. | 440,441 | $37,517,000 | 18.28% |
| Homrich & Berg | 1,918,872 | $163,449,000 | 14.78% |
| HM Capital Management, LLC | 151,998 | $12,950,000 | 13.18% |
| Bryn Mawr Capital Management, LLC | 149,994 | $12,776,000 | 13.02% |
| E&G Advisors, LP | 258,021 | $21,978,000 | 13.02% |
| MML INVESTORS SERVICES, LLC | 133,892 | $11,405,000 | 12.78% |
| Retirement Planning Group, LLC | 345,086 | $29,394,000 | 9.40% |
| Stearns Financial Services Group | 405,746 | $34,561,000 | 8.97% |