VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 529 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2014. The put-call ratio across all filers is 1.28 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $4,335,000 | +12.0% | 39,161 | +2.8% | 2.60% | +10.2% |
| Q2 2018 | $3,869,000 | +0.4% | 38,076 | -0.1% | 2.36% | -7.1% |
| Q1 2018 | $3,852,000 | -0.5% | 38,118 | +0.4% | 2.54% | -0.0% |
| Q4 2017 | $3,872,000 | +2.6% | 37,950 | -4.7% | 2.54% | -2.9% |
| Q3 2017 | $3,774,000 | +3.3% | 39,815 | +1.0% | 2.62% | -0.2% |
| Q2 2017 | $3,653,000 | +4.9% | 39,424 | +1.9% | 2.62% | -0.3% |
| Q1 2017 | $3,481,000 | +9.3% | 38,700 | +3.5% | 2.63% | +2.1% |
| Q4 2016 | $3,186,000 | +1.8% | 37,408 | +0.3% | 2.58% | -2.2% |
| Q3 2016 | $3,130,000 | -0.2% | 37,294 | -1.0% | 2.64% | -1.8% |
| Q2 2016 | $3,135,000 | +1.8% | 37,664 | -0.6% | 2.69% | +0.3% |
| Q1 2016 | $3,079,000 | +5.7% | 37,891 | +1.2% | 2.68% | +2.5% |
| Q4 2015 | $2,913,000 | +12.0% | 37,460 | +6.2% | 2.61% | -3.3% |
| Q3 2015 | $2,600,000 | -3.4% | 35,259 | +2.9% | 2.70% | +6.7% |
| Q2 2015 | $2,692,000 | +3.3% | 34,253 | +5.5% | 2.53% | -3.4% |
| Q1 2015 | $2,606,000 | +1.2% | 32,478 | +2.4% | 2.62% | -3.1% |
| Q4 2014 | $2,574,000 | – | 31,719 | – | 2.70% | – |
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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% |