VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 678 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,056,000 | +0.6% | 27,602 | -7.6% | 0.17% | -6.1% |
| Q2 2018 | $3,037,000 | -0.2% | 29,884 | -0.7% | 0.18% | -3.7% |
| Q1 2018 | $3,042,000 | -6.3% | 30,100 | -5.4% | 0.19% | -5.1% |
| Q4 2017 | $3,248,000 | +13.9% | 31,830 | +5.8% | 0.20% | +6.5% |
| Q3 2017 | $2,851,000 | +0.1% | 30,073 | -2.2% | 0.18% | -6.6% |
| Q2 2017 | $2,849,000 | +2.7% | 30,742 | -0.3% | 0.20% | -1.0% |
| Q1 2017 | $2,773,000 | +61.4% | 30,831 | +52.9% | 0.20% | +49.3% |
| Q4 2016 | $1,718,000 | -38.9% | 20,166 | -39.8% | 0.13% | -43.9% |
| Q3 2016 | $2,811,000 | -0.5% | 33,494 | -1.3% | 0.24% | -5.5% |
| Q2 2016 | $2,826,000 | +3.7% | 33,947 | +1.2% | 0.25% | -5.2% |
| Q1 2016 | $2,725,000 | +5.5% | 33,538 | +1.0% | 0.27% | +6.0% |
| Q4 2015 | $2,582,000 | – | 33,204 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | 707,346 | $55,138,000 | 38.35% |
| Paragon Capital Management Ltd | 512,816 | $39,973,969,000 | 27.52% |
| HM Capital Management, LLC | 172,358 | $13,436,000 | 16.49% |
| Sigma Investment Management Co | 304,090 | $23,704,000 | 16.25% |
| HT Partners LLC | 374,554 | $29,368,779,000 | 15.33% |
| E&G Advisors, LP | 293,068 | $22,845,000 | 14.76% |
| Homrich & Berg | 1,584,268 | $123,494,000 | 14.00% |
| MDE Group | 779,443 | $60,758,000 | 13.98% |
| Stearns Financial Services Group | 396,496 | $30,907,000 | 11.33% |
| Berkshire Money Management, Inc. | 204,302 | $15,925,361,000 | 11.11% |