VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,244 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,859,000 | -34.1% | 50,000 | -41.9% | 0.18% | -45.2% |
| Q1 2020 | $8,892,000 | +85.2% | 86,000 | +75.5% | 0.32% | +182.6% |
| Q4 2018 | $4,800,000 | +49.5% | 49,000 | +69.0% | 0.12% | +85.5% |
| Q3 2018 | $3,210,000 | +46.9% | 29,000 | +11.4% | 0.06% | -1.6% |
| Q3 2016 | $2,185,000 | -64.8% | 26,032 | -66.3% | 0.06% | -85.6% |
| Q1 2015 | $6,214,000 | -0.9% | 77,225 | 0.0% | 0.44% | -43.1% |
| Q4 2014 | $6,268,000 | +123.1% | 77,225 | +111.6% | 0.77% | +113.9% |
| Q3 2014 | $2,809,000 | – | 36,500 | – | 0.36% | – |
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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% |