VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,184 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,227,000 | +771.2% | 38,670 | +824.5% | 4.28% | +1106.2% |
| Q2 2022 | $600,000 | -93.0% | 4,183 | -92.1% | 0.36% | -92.6% |
| Q1 2022 | $8,622,000 | +19.1% | 53,170 | +26.2% | 4.82% | -3.9% |
| Q4 2021 | $7,237,000 | +9.2% | 42,140 | -2.3% | 5.02% | +8.5% |
| Q3 2021 | $6,625,000 | -21.2% | 43,134 | -20.6% | 4.62% | -24.3% |
| Q2 2021 | $8,411,000 | -0.4% | 54,340 | -5.3% | 6.11% | -7.7% |
| Q1 2021 | $8,442,000 | +170.6% | 57,404 | +159.7% | 6.62% | +198.8% |
| Q4 2020 | $3,120,000 | -45.2% | 22,100 | -50.1% | 2.22% | -47.3% |
| Q3 2020 | $5,693,000 | +10.9% | 44,252 | +1.0% | 4.21% | +2.6% |
| Q2 2020 | $5,134,000 | +11.9% | 43,819 | +19.0% | 4.10% | +26.1% |
| Q4 2019 | $4,590,000 | – | 36,823 | – | 3.25% | – |
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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% |