VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 351 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2013. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,571,000 | -2.3% | 31,684 | -7.3% | 0.51% | +3.0% |
| Q3 2014 | $2,631,000 | -1.1% | 34,181 | +0.2% | 0.50% | -1.2% |
| Q2 2014 | $2,660,000 | +5.1% | 34,129 | +1.4% | 0.50% | +8.1% |
| Q1 2014 | $2,531,000 | +1.0% | 33,649 | +1.0% | 0.47% | +4.2% |
| Q4 2013 | $2,506,000 | +8.0% | 33,303 | -0.1% | 0.45% | +9.5% |
| Q3 2013 | $2,320,000 | +5.1% | 33,335 | 0.0% | 0.41% | -11.9% |
| Q2 2013 | $2,207,000 | – | 33,335 | – | 0.46% | – |
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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% |