VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 545 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2015. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $574,491 | +31.5% | 3,146 | -26.8% | 0.01% | -40.0% |
| Q2 2018 | $437,000 | -8.0% | 4,300 | -8.5% | 0.02% | -13.0% |
| Q1 2018 | $475,000 | -4.2% | 4,700 | -3.3% | 0.02% | -14.8% |
| Q4 2017 | $496,000 | +7.6% | 4,860 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $461,000 | +2.4% | 4,860 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $450,000 | +3.0% | 4,860 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $437,000 | +5.6% | 4,860 | 0.0% | 0.03% | -3.6% |
| Q4 2016 | $414,000 | +1.5% | 4,860 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $408,000 | -55.7% | 4,860 | -56.1% | 0.03% | -56.9% |
| Q2 2016 | $921,000 | -15.1% | 11,060 | -17.2% | 0.06% | -16.7% |
| Q1 2016 | $1,085,000 | +9.8% | 13,350 | +5.1% | 0.08% | +6.8% |
| Q4 2015 | $988,000 | +11.6% | 12,700 | +5.8% | 0.07% | +4.3% |
| Q3 2015 | $885,000 | -17.9% | 12,000 | -10.4% | 0.07% | -16.7% |
| Q2 2015 | $1,078,000 | 0.0% | 13,400 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $1,078,000 | – | 13,400 | – | 0.08% | – |
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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% |