VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 989 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $49,262,000 | +31.5% | 445,009 | +20.1% | 11.72% | +43.2% |
| Q1 2018 | $37,450,000 | +13.8% | 370,602 | +14.9% | 8.18% | +44.9% |
| Q4 2017 | $32,909,000 | +14.7% | 322,539 | +6.6% | 5.65% | +36.7% |
| Q3 2017 | $28,688,000 | -2.0% | 302,642 | -4.2% | 4.13% | -17.5% |
| Q2 2017 | $29,262,000 | +1.9% | 315,769 | -1.1% | 5.01% | -7.3% |
| Q1 2017 | $28,708,000 | -6.1% | 319,275 | -11.1% | 5.40% | +0.3% |
| Q4 2016 | $30,581,000 | -4.2% | 359,010 | -6.5% | 5.39% | -10.8% |
| Q3 2016 | $31,919,000 | +0.9% | 383,882 | +2.1% | 6.04% | +9.3% |
| Q2 2016 | $31,632,000 | +3.7% | 376,019 | +0.3% | 5.52% | +0.8% |
| Q1 2016 | $30,492,000 | +3.5% | 374,859 | -3.6% | 5.48% | +6.6% |
| Q4 2015 | $29,466,000 | +1.8% | 389,019 | +3.3% | 5.14% | -3.4% |
| Q3 2015 | $28,955,000 | -37.4% | 376,652 | -36.0% | 5.32% | -27.9% |
| Q2 2015 | $46,232,000 | +18.1% | 588,339 | +21.0% | 7.38% | +9.9% |
| Q1 2015 | $39,139,000 | – | 486,389 | – | 6.72% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | 610,365 | $51,991,000 | 23.72% |
| Stokes & Hubbell Capital Management, LLC | 600,423 | $51,144,000 | 19.89% |
| Stanford Investment Group, Inc. | 440,441 | $37,517,000 | 18.28% |
| Homrich & Berg | 1,918,872 | $163,449,000 | 14.78% |
| HM Capital Management, LLC | 151,998 | $12,950,000 | 13.18% |
| Bryn Mawr Capital Management, LLC | 149,994 | $12,776,000 | 13.02% |
| E&G Advisors, LP | 258,021 | $21,978,000 | 13.02% |
| MML INVESTORS SERVICES, LLC | 133,892 | $11,405,000 | 12.78% |
| Retirement Planning Group, LLC | 345,086 | $29,394,000 | 9.40% |
| Stearns Financial Services Group | 405,746 | $34,561,000 | 8.97% |