VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,023 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $581,000 | +9.8% | 4,515 | +0.1% | 0.14% | -0.7% |
Q2 2020 | $529,000 | +27.5% | 4,512 | +12.5% | 0.14% | +16.9% |
Q1 2020 | $415,000 | -22.3% | 4,012 | -6.4% | 0.12% | -22.9% |
Q4 2019 | $534,000 | +5.3% | 4,286 | +1.1% | 0.15% | -1.3% |
Q3 2019 | $507,000 | +4.1% | 4,241 | +0.3% | 0.16% | +0.6% |
Q2 2019 | $487,000 | +5.6% | 4,227 | +0.6% | 0.15% | +0.7% |
Q1 2019 | $461,000 | +13.8% | 4,200 | +1.7% | 0.15% | -0.6% |
Q4 2018 | $405,000 | -3.3% | 4,130 | +9.2% | 0.15% | +6.9% |
Q3 2018 | $419,000 | +10.0% | 3,783 | +0.8% | 0.14% | +4.3% |
Q2 2018 | $381,000 | +7.9% | 3,752 | +7.4% | 0.14% | +13.1% |
Q1 2018 | $353,000 | +18.9% | 3,492 | +19.1% | 0.12% | +9.9% |
Q4 2017 | $297,000 | -4.2% | 2,931 | -10.9% | 0.11% | -3.5% |
Q3 2017 | $310,000 | +2.0% | 3,290 | +0.3% | 0.12% | +12.7% |
Q2 2017 | $304,000 | +9.4% | 3,279 | +5.6% | 0.10% | -8.9% |
Q1 2017 | $278,000 | +5.7% | 3,106 | +0.6% | 0.11% | -5.1% |
Q4 2016 | $263,000 | +1.9% | 3,089 | +0.5% | 0.12% | +49.4% |
Q3 2016 | $258,000 | +1.2% | 3,075 | +0.4% | 0.08% | -1.2% |
Q2 2016 | $255,000 | +0.4% | 3,064 | -6.3% | 0.08% | -47.4% |
Q4 2015 | $254,000 | -27.4% | 3,271 | -31.1% | 0.15% | -47.4% |
Q3 2015 | $350,000 | – | 4,747 | – | 0.29% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mercer Investments LLC | 98,453 | $15,240,000 | 34.40% |
Hubbell Strickland Wealth Management, LLC | 349,811 | $54,147,000 | 32.57% |
Paragon Capital Management Ltd | 404,080 | $62,548,000 | 29.17% |
Mosaic Advisors LLC | 287,602 | $44,518,000 | 29.02% |
360 Financial, Inc. | 323,382 | $50,056,000 | 26.01% |
ECLECTIC ASSOCIATES INC /ADV | 178,309 | $27,600,000 | 20.73% |
Berkshire Money Management, Inc. | 655,925 | $101,531,000 | 16.34% |
Wechter Feldman Wealth Management, Inc. | 149,759 | $23,181,000 | 16.22% |
McCarthy Asset Management, Inc. | 141,130 | $21,846,000 | 15.54% |
Trek Financial, LLC | 865,680 | $133,999,000 | 14.41% |