VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 989 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $959,958 | +12.4% | 6,322 | +0.1% | 0.38% | +6.5% |
Q3 2022 | $854,000 | -5.7% | 6,318 | +0.0% | 0.36% | -3.5% |
Q2 2022 | $906,000 | -9.0% | 6,315 | +2.7% | 0.37% | -3.4% |
Q1 2022 | $996,000 | -13.8% | 6,147 | -8.7% | 0.38% | +66.1% |
Q4 2021 | $1,156,000 | +11.9% | 6,735 | +0.1% | 0.23% | -42.2% |
Q3 2021 | $1,033,000 | -1.1% | 6,728 | -0.4% | 0.40% | +2.3% |
Q2 2021 | $1,045,000 | +4.8% | 6,754 | -0.4% | 0.39% | -9.3% |
Q1 2021 | $997,000 | +4.3% | 6,784 | +0.1% | 0.43% | -4.9% |
Q4 2020 | $956,000 | +6.5% | 6,778 | -2.9% | 0.45% | -7.8% |
Q3 2020 | $898,000 | +13.5% | 6,984 | +3.3% | 0.49% | +11.1% |
Q2 2020 | $791,000 | +14.1% | 6,758 | +0.8% | 0.44% | -5.0% |
Q1 2020 | $693,000 | -17.6% | 6,705 | -0.6% | 0.46% | -4.3% |
Q4 2019 | $841,000 | +0.7% | 6,748 | -3.4% | 0.48% | -9.2% |
Q3 2019 | $835,000 | +4.0% | 6,985 | +0.1% | 0.53% | -2.0% |
Q2 2019 | $803,000 | -1.8% | 6,977 | -6.6% | 0.54% | -7.3% |
Q1 2019 | $818,000 | +11.6% | 7,467 | -0.3% | 0.59% | +6.1% |
Q4 2018 | $733,000 | +1.2% | 7,490 | +14.8% | 0.55% | +4.5% |
Q3 2018 | $724,000 | +16.0% | 6,523 | +6.3% | 0.53% | +16.3% |
Q2 2018 | $624,000 | +0.6% | 6,139 | 0.0% | 0.46% | -6.0% |
Q1 2018 | $620,000 | -3.1% | 6,139 | -0.0% | 0.48% | +0.4% |
Q4 2017 | $640,000 | – | 6,141 | – | 0.48% | – |
Download |
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% |