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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $282,332 | +16.5% | 1,547 | +16.6% | 0.02% | +16.7% |
| Q1 2024 | $242,347 | +10.8% | 1,327 | +3.3% | 0.02% | 0.0% |
| Q4 2023 | $218,756 | +3.5% | 1,284 | -5.6% | 0.02% | +12.5% |
| Q3 2023 | $211,308 | -2.6% | 1,360 | +1.9% | 0.02% | +6.7% |
| Q2 2023 | $216,902 | -61.9% | 1,335 | -66.9% | 0.02% | -84.7% |
| Q4 2020 | $570,000 | +10.7% | 4,035 | +0.7% | 0.10% | -50.5% |
| Q3 2020 | $515,000 | +22.9% | 4,005 | +12.1% | 0.20% | +26.1% |
| Q2 2020 | $419,000 | +6.1% | 3,573 | -6.5% | 0.16% | +8.3% |
| Q1 2020 | $395,000 | -40.6% | 3,820 | -28.4% | 0.14% | -49.5% |
| Q4 2019 | $665,000 | +11.4% | 5,336 | +7.0% | 0.29% | -2.0% |
| Q3 2019 | $597,000 | -0.2% | 4,989 | -3.9% | 0.29% | +41.5% |
| Q2 2019 | $598,000 | +6.0% | 5,190 | +0.8% | 0.21% | -18.5% |
| Q1 2019 | $564,000 | +2.5% | 5,148 | 0.0% | 0.25% | +1.6% |
| Q4 2018 | $550,000 | -3.2% | 5,148 | +0.3% | 0.25% | +20.2% |
| Q3 2018 | $568,000 | +12.5% | 5,133 | +3.3% | 0.21% | +7.8% |
| Q2 2018 | $505,000 | +1.0% | 4,968 | +0.4% | 0.19% | +4.9% |
| Q1 2018 | $500,000 | -1.0% | 4,949 | 0.0% | 0.18% | -2.6% |
| Q4 2017 | $505,000 | – | 4,949 | – | 0.19% | – |
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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% |