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 2023 | $469,558 | -4.3% | 3,022 | 0.0% | 0.05% | +1.9% |
Q2 2023 | $490,863 | +5.5% | 3,022 | 0.0% | 0.05% | +2.0% |
Q1 2023 | $465,418 | +7.2% | 3,022 | 0.0% | 0.05% | -1.9% |
Q2 2022 | $434,000 | -11.4% | 3,022 | 0.0% | 0.05% | +6.1% |
Q1 2022 | $490,000 | -5.6% | 3,022 | 0.0% | 0.05% | -5.8% |
Q4 2021 | $519,000 | +16.6% | 3,022 | +4.3% | 0.05% | +10.6% |
Q3 2021 | $445,000 | -10.1% | 2,897 | -9.4% | 0.05% | -11.3% |
Q2 2021 | $495,000 | +5.3% | 3,197 | 0.0% | 0.05% | -10.2% |
Q1 2021 | $470,000 | +4.2% | 3,197 | 0.0% | 0.06% | -16.9% |
Q4 2020 | $451,000 | +9.7% | 3,197 | 0.0% | 0.07% | -10.1% |
Q3 2020 | $411,000 | +9.6% | 3,197 | 0.0% | 0.08% | -13.2% |
Q2 2020 | $375,000 | +13.3% | 3,197 | 0.0% | 0.09% | -30.5% |
Q1 2020 | $331,000 | -17.0% | 3,197 | 0.0% | 0.13% | +4.0% |
Q4 2019 | $399,000 | +4.5% | 3,197 | 0.0% | 0.13% | -3.8% |
Q3 2019 | $382,000 | +3.8% | 3,197 | 0.0% | 0.13% | +0.8% |
Q2 2019 | $368,000 | +1.4% | 3,197 | -3.4% | 0.13% | -4.4% |
Q1 2019 | $363,000 | +12.0% | 3,309 | 0.0% | 0.14% | -12.8% |
Q4 2018 | $324,000 | -11.5% | 3,309 | 0.0% | 0.16% | +2.0% |
Q3 2018 | $366,000 | +12.6% | 3,309 | +3.5% | 0.15% | +11.7% |
Q2 2018 | $325,000 | +0.6% | 3,197 | 0.0% | 0.14% | -20.8% |
Q1 2018 | $323,000 | -0.9% | 3,197 | 0.0% | 0.17% | +7.5% |
Q4 2017 | $326,000 | – | 3,197 | – | 0.16% | – |
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% |