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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $430,000 | +13.2% | 3,673 | -0.1% | 0.01% | -6.7% |
| Q1 2020 | $380,000 | -26.6% | 3,676 | -11.6% | 0.02% | -6.2% |
| Q4 2019 | $518,000 | +9.1% | 4,157 | +4.6% | 0.02% | 0.0% |
| Q3 2019 | $475,000 | +13.1% | 3,974 | +8.9% | 0.02% | +6.7% |
| Q2 2019 | $420,000 | -6.0% | 3,648 | -10.6% | 0.02% | -11.8% |
| Q1 2019 | $447,000 | +11.5% | 4,079 | -0.4% | 0.02% | -5.6% |
| Q4 2018 | $401,000 | -11.7% | 4,096 | -0.2% | 0.02% | +12.5% |
| Q3 2018 | $454,000 | +7.3% | 4,105 | -1.5% | 0.02% | 0.0% |
| Q2 2018 | $423,000 | -1.2% | 4,166 | -1.6% | 0.02% | -5.9% |
| Q1 2018 | $428,000 | -91.2% | 4,232 | -91.1% | 0.02% | -91.1% |
| Q4 2017 | $4,873,000 | +13.1% | 47,765 | +5.1% | 0.19% | +6.7% |
| Q3 2017 | $4,308,000 | +10.2% | 45,446 | +7.7% | 0.18% | -1.7% |
| Q2 2017 | $3,909,000 | +15.7% | 42,184 | +12.5% | 0.18% | +14.6% |
| Q1 2017 | $3,379,000 | +32.4% | 37,485 | +25.1% | 0.16% | +10.5% |
| Q4 2016 | $2,553,000 | +28.0% | 29,975 | +26.1% | 0.14% | -25.5% |
| Q3 2016 | $1,995,000 | +27.4% | 23,767 | +26.3% | 0.19% | +38.1% |
| Q2 2016 | $1,566,000 | +675.2% | 18,814 | +655.3% | 0.14% | +717.6% |
| Q1 2016 | $202,000 | -98.1% | 2,491 | -98.2% | 0.02% | -98.1% |
| Q4 2013 | $10,589,000 | -47.5% | 140,748 | -51.4% | 0.87% | -56.8% |
| Q3 2013 | $20,171,000 | – | 289,772 | – | 2.02% | – |
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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% |