VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 679 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $407,000 | +1.5% | 4,775 | 0.0% | 0.29% | +4.0% |
| Q3 2016 | $401,000 | +0.8% | 4,775 | 0.0% | 0.28% | +1.5% |
| Q2 2016 | $398,000 | +16.7% | 4,775 | +13.6% | 0.27% | +7.5% |
| Q1 2016 | $341,000 | -18.6% | 4,202 | -22.0% | 0.25% | -22.9% |
| Q4 2015 | $419,000 | -1.4% | 5,389 | 0.0% | 0.33% | -2.1% |
| Q3 2015 | $425,000 | -10.3% | 5,389 | -10.6% | 0.33% | -10.7% |
| Q2 2015 | $474,000 | +14.8% | 6,029 | +17.4% | 0.37% | +11.6% |
| Q1 2015 | $413,000 | -1.0% | 5,135 | 0.0% | 0.34% | +6.7% |
| Q4 2014 | $417,000 | – | 5,135 | – | 0.31% | – |
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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% |