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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $520,000 | +7.7% | 5,094 | 0.0% | 0.29% | +16.2% |
| Q3 2017 | $483,000 | -58.1% | 5,094 | -62.9% | 0.25% | -40.3% |
| Q3 2016 | $1,152,000 | -1.9% | 13,726 | -2.7% | 0.42% | -16.0% |
| Q2 2016 | $1,174,000 | -1.8% | 14,101 | -4.1% | 0.50% | -1.8% |
| Q1 2016 | $1,195,000 | -0.9% | 14,702 | -5.2% | 0.51% | -5.3% |
| Q4 2015 | $1,206,000 | -1.2% | 15,513 | -6.3% | 0.54% | -6.1% |
| Q3 2015 | $1,221,000 | -25.3% | 16,555 | -20.4% | 0.58% | -21.9% |
| Q2 2015 | $1,635,000 | +8.8% | 20,803 | +11.4% | 0.74% | -2.4% |
| Q1 2015 | $1,503,000 | +23.6% | 18,672 | +24.6% | 0.76% | +15.7% |
| Q4 2014 | $1,216,000 | +17.1% | 14,981 | +11.0% | 0.66% | +11.6% |
| Q3 2014 | $1,038,000 | +4.2% | 13,494 | +5.6% | 0.59% | +0.9% |
| Q2 2014 | $996,000 | -3.3% | 12,779 | -6.6% | 0.58% | -10.3% |
| Q1 2014 | $1,030,000 | -1.0% | 13,689 | -0.9% | 0.65% | -3.3% |
| Q4 2013 | $1,040,000 | – | 13,816 | – | 0.67% | – |
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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% |