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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,675,000 | +46.4% | 28,570 | +33.3% | 1.71% | +63.5% |
| Q2 2020 | $2,511,000 | +72.1% | 21,433 | +51.8% | 1.05% | +41.4% |
| Q1 2020 | $1,459,000 | -15.8% | 14,118 | +1.6% | 0.74% | +4.4% |
| Q4 2019 | $1,732,000 | +10.6% | 13,895 | +6.1% | 0.71% | +3.3% |
| Q3 2019 | $1,566,000 | +34.9% | 13,093 | +29.8% | 0.69% | +32.9% |
| Q2 2019 | $1,161,000 | -0.1% | 10,085 | -4.9% | 0.52% | -2.8% |
| Q1 2019 | $1,162,000 | +29.5% | 10,600 | +15.8% | 0.53% | +13.0% |
| Q4 2018 | $897,000 | -27.1% | 9,155 | -17.6% | 0.47% | -20.0% |
| Q3 2018 | $1,230,000 | +36.4% | 11,112 | +25.1% | 0.59% | +30.3% |
| Q2 2018 | $902,000 | +9.1% | 8,882 | +8.4% | 0.45% | +6.9% |
| Q1 2018 | $827,000 | -21.1% | 8,192 | -18.4% | 0.42% | -54.6% |
| Q4 2017 | $1,048,000 | +13.3% | 10,045 | +3.4% | 0.93% | +3.1% |
| Q3 2017 | $925,000 | +0.8% | 9,717 | -2.0% | 0.90% | +7.8% |
| Q2 2017 | $918,000 | -7.2% | 9,913 | -10.5% | 0.84% | -8.9% |
| Q1 2017 | $989,000 | – | 11,080 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | 608,405 | $50,644,000 | 27.36% |
| Paragon Capital Management Ltd | 519,858 | $43,273,000 | 23.79% |
| Stokes & Hubbell Capital Management, LLC | 594,190 | $49,460,000 | 21.33% |
| Stanford Investment Group, Inc. | 442,740 | $36,854,000 | 18.80% |
| HM Capital Management, LLC | 170,815 | $14,220,000 | 14.80% |
| Homrich & Berg | 1,838,175 | $153,010,000 | 14.55% |
| Diversified Trust Co | 1,389,659 | $115,675,000 | 13.35% |
| E&G Advisors, LP | 252,324 | $21,003,000 | 12.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 225,463 | $18,768,000 | 9.89% |
| Retirement Planning Group, LLC | 347,462 | $28,923,000 | 9.80% |