VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 417 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2013. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,310,000 | -5.4% | 56,021 | -7.3% | 0.44% | +3.7% |
| Q2 2017 | $5,613,000 | +19.6% | 60,438 | +15.5% | 0.43% | +20.3% |
| Q1 2017 | $4,692,000 | +6.1% | 52,335 | +2.2% | 0.36% | +3.2% |
| Q4 2016 | $4,422,000 | +14.3% | 51,212 | +9.6% | 0.34% | +12.1% |
| Q3 2016 | $3,868,000 | +28.8% | 46,727 | +32.1% | 0.31% | +32.3% |
| Q2 2016 | $3,004,000 | +44.3% | 35,373 | +38.1% | 0.23% | +28.2% |
| Q1 2016 | $2,082,000 | -51.8% | 25,607 | -55.8% | 0.18% | -48.9% |
| Q4 2015 | $4,320,000 | +58.9% | 57,989 | +69.3% | 0.35% | +41.6% |
| Q3 2015 | $2,718,000 | -35.3% | 34,246 | -35.0% | 0.25% | -33.9% |
| Q2 2015 | $4,202,000 | +0.7% | 52,662 | +1.7% | 0.38% | +1.9% |
| Q1 2015 | $4,172,000 | -99.9% | 51,806 | -38.5% | 0.37% | -22.2% |
| Q4 2014 | $6,740,278,000 | +100696.7% | 84,201 | -3.2% | 0.48% | -6.3% |
| Q3 2014 | $6,687,000 | +3.0% | 86,944 | +4.4% | 0.51% | -0.2% |
| Q2 2014 | $6,490,000 | +2.1% | 83,258 | -0.7% | 0.51% | -6.9% |
| Q1 2014 | $6,357,000 | +13.8% | 83,806 | +12.9% | 0.55% | +10.0% |
| Q4 2013 | $5,586,000 | +22.0% | 74,208 | +13.6% | 0.50% | +12.2% |
| Q3 2013 | $4,578,000 | +81.8% | 65,336 | +71.8% | 0.44% | +42.3% |
| Q2 2013 | $2,518,000 | – | 38,022 | – | 0.31% | – |
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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% |