Willingdon Wealth Management - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 843 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2017. The put-call ratio across all filers is 0.66 and the average weighting 0.9%.

Quarter-by-quarter ownership
Willingdon Wealth Management ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2020$36,000
-16.3%
3450.0%0.01%0.0%
Q4 2019$43,000
+4.9%
3450.0%0.01%0.0%
Q3 2019$41,000
+2.5%
3450.0%0.01%0.0%
Q2 2019$40,000
+5.3%
3450.0%0.01%0.0%
Q1 2019$38,000
+11.8%
3450.0%0.01%
-10.0%
Q4 2018$34,000
-10.5%
3450.0%0.01%0.0%
Q3 2018$38,000
+8.6%
3450.0%0.01%
-9.1%
Q2 2018$35,0000.0%3450.0%0.01%0.0%
Q1 2018$35,0000.0%3450.0%0.01%
-8.3%
Q4 2017$35,000
+6.1%
3450.0%0.01%0.0%
Q3 2017$33,0003450.01%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q4 2017
NameSharesValueWeighting ↓
Capstone Financial Advisors, Inc. 610,365$51,991,00023.72%
Stokes & Hubbell Capital Management, LLC 600,423$51,144,00019.89%
Stanford Investment Group, Inc. 440,441$37,517,00018.28%
Homrich & Berg 1,918,872$163,449,00014.78%
HM Capital Management, LLC 151,998$12,950,00013.18%
Bryn Mawr Capital Management, LLC 149,994$12,776,00013.02%
E&G Advisors, LP 258,021$21,978,00013.02%
MML INVESTORS SERVICES, LLC 133,892$11,405,00012.78%
Retirement Planning Group, LLC 345,086$29,394,0009.40%
Stearns Financial Services Group 405,746$34,561,0008.97%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders