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 | ||||
---|---|---|---|---|---|---|
Q4 2019 | $304,000 | +4.1% | 2,443 | 0.0% | 0.22% | -3.1% |
Q3 2019 | $292,000 | +1.7% | 2,443 | -2.0% | 0.22% | -2.2% |
Q2 2019 | $287,000 | +5.1% | 2,494 | 0.0% | 0.23% | 0.0% |
Q1 2019 | $273,000 | +16.2% | 2,494 | +3.9% | 0.23% | -15.8% |
Q4 2018 | $235,000 | -66.3% | 2,401 | -61.9% | 0.27% | -53.2% |
Q3 2018 | $697,000 | +6.2% | 6,300 | -2.5% | 0.58% | -4.4% |
Q2 2018 | $656,000 | +9.0% | 6,463 | +8.4% | 0.61% | +1.7% |
Q1 2018 | $602,000 | +4.3% | 5,963 | +5.3% | 0.60% | +12.8% |
Q4 2017 | $577,000 | – | 5,663 | – | 0.53% | – |
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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% |