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 | $1,248,825 | +1.5% | 6,841 | +1.5% | 0.21% | 0.0% |
| Q1 2024 | $1,230,974 | +1.5% | 6,741 | -5.3% | 0.21% | +1.0% |
| Q4 2023 | $1,212,772 | +9.3% | 7,117 | -0.3% | 0.20% | -40.4% |
| Q3 2023 | $1,109,446 | -4.3% | 7,140 | 0.0% | 0.34% | -1.4% |
| Q2 2023 | $1,159,784 | +3.9% | 7,140 | 0.0% | 0.35% | -5.4% |
| Q1 2023 | $1,115,943 | +2.9% | 7,140 | 0.0% | 0.37% | -4.4% |
| Q4 2022 | $1,084,241 | +12.3% | 7,140 | 0.0% | 0.39% | -24.5% |
| Q3 2022 | $965,071 | – | 7,140 | – | 0.51% | – |
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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% |