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 | $13,555,000 | +0.3% | 142,996 | -2.0% | 3.55% | -2.7% |
| Q2 2017 | $13,519,000 | +1.1% | 145,881 | -1.9% | 3.65% | -2.7% |
| Q1 2017 | $13,374,000 | +5.9% | 148,698 | +0.3% | 3.75% | +1.5% |
| Q4 2016 | $12,623,000 | -4.4% | 148,198 | -5.8% | 3.69% | -4.0% |
| Q3 2016 | $13,204,000 | +1.3% | 157,323 | +0.5% | 3.85% | -3.3% |
| Q2 2016 | $13,031,000 | +0.7% | 156,551 | -1.7% | 3.98% | +5.2% |
| Q1 2016 | $12,935,000 | +5.0% | 159,200 | +0.5% | 3.78% | +7.2% |
| Q4 2015 | $12,318,000 | +7.2% | 158,406 | +1.7% | 3.53% | +5.3% |
| Q3 2015 | $11,489,000 | -7.6% | 155,798 | -1.6% | 3.35% | +8.5% |
| Q2 2015 | $12,440,000 | -2.4% | 158,316 | -0.1% | 3.09% | -6.2% |
| Q1 2015 | $12,749,000 | +4.2% | 158,437 | +5.1% | 3.29% | +3.5% |
| Q4 2014 | $12,238,000 | +7.1% | 150,791 | +1.5% | 3.18% | +0.9% |
| Q3 2014 | $11,431,000 | -2.6% | 148,549 | -1.3% | 3.15% | +4.9% |
| Q2 2014 | $11,734,000 | +1.9% | 150,529 | -1.6% | 3.00% | +7.2% |
| Q1 2014 | $11,514,000 | +1.0% | 153,054 | +1.1% | 2.80% | -15.3% |
| Q4 2013 | $11,395,000 | +4.1% | 151,446 | -3.7% | 3.31% | -13.6% |
| Q3 2013 | $10,951,000 | +11.1% | 157,321 | +5.6% | 3.83% | +6.1% |
| Q2 2013 | $9,858,000 | – | 148,908 | – | 3.60% | – |
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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% |