BKS ADVISORS, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 913 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.

Quarter-by-quarter ownership
BKS ADVISORS, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q1 2019$409,000
-33.6%
3,734
-40.6%
0.16%
-41.1%
Q4 2018$616,000
-15.0%
6,284
-4.2%
0.28%
+5.3%
Q3 2018$725,000
+12.2%
6,558
+3.1%
0.27%
+16.7%
Q2 2018$646,000
+0.5%
6,358
-0.1%
0.23%
-3.0%
Q1 2018$643,000
-2.6%
6,364
-1.6%
0.24%
-1.7%
Q4 2017$660,000
-0.9%
6,467
-8.0%
0.24%
-7.4%
Q3 2017$666,000
+0.6%
7,026
-1.6%
0.26%
-4.4%
Q2 2017$662,000
+2.5%
7,142
-0.6%
0.27%
-4.6%
Q1 2017$646,000
+5.4%
7,184
-0.1%
0.28%
-1.7%
Q4 2016$613,0000.0%7,193
-1.6%
0.29%
+2.1%
Q3 2016$613,000
+1.0%
7,308
+0.3%
0.28%
-9.6%
Q2 2016$607,000
-14.4%
7,289
-16.5%
0.31%
-15.7%
Q1 2016$709,000
+1.0%
8,730
-3.3%
0.37%
+2.5%
Q4 2015$702,000
-4.5%
9,030
-9.4%
0.36%
-11.7%
Q3 2015$735,000
+1.0%
9,970
+7.6%
0.41%
+17.5%
Q2 2015$728,000
+13.9%
9,270
+16.8%
0.35%
+14.5%
Q1 2015$639,0007,9400.30%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q3 2018
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