VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 466 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2014. The put-call ratio across all filers is 0.41 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $3,841,000 | +25.5% | 47,341 | +19.0% | 0.07% | +19.3% |
| Q3 2014 | $3,061,000 | -2.9% | 39,786 | -1.7% | 0.06% | +1.8% |
| Q2 2014 | $3,154,000 | +9.5% | 40,462 | +5.7% | 0.06% | +1.8% |
| Q1 2014 | $2,880,000 | -13.0% | 38,296 | -13.0% | 0.06% | +1.9% |
| Q4 2013 | $3,311,000 | +16.3% | 44,000 | +7.6% | 0.05% | 0.0% |
| Q3 2013 | $2,846,000 | +51.3% | 40,888 | +43.8% | 0.05% | +35.0% |
| Q2 2013 | $1,881,000 | – | 28,427 | – | 0.04% | – |
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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% |