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 | $248,927 | -0.0% | 1,364 | 0.0% | 0.08% | -8.5% |
| Q1 2024 | $249,009 | +144.1% | 1,364 | +58.6% | 0.08% | +46.4% |
| Q3 2019 | $102,000 | +3.0% | 860 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $99,000 | +5.3% | 860 | 0.0% | 0.06% | -8.2% |
| Q1 2019 | $94,000 | +22.1% | 860 | +8.9% | 0.06% | +7.0% |
| Q4 2018 | $77,000 | -11.5% | 790 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $87,000 | +10.1% | 790 | 0.0% | 0.06% | -5.0% |
| Q1 2018 | $79,000 | -1.2% | 790 | 0.0% | 0.06% | -13.0% |
| Q4 2017 | $80,000 | – | 790 | – | 0.07% | – |
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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% |