VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,046 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2019. The put-call ratio across all filers is 1.29 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $431,229 | -4.3% | 2,775 | 0.0% | 0.17% | +3.0% |
Q2 2023 | $450,795 | -3.8% | 2,775 | -8.8% | 0.17% | -7.7% |
Q1 2023 | $468,498 | +30.3% | 3,042 | +28.5% | 0.18% | +30.0% |
Q4 2022 | $359,429 | +12.3% | 2,367 | 0.0% | 0.14% | +5.3% |
Q3 2022 | $320,000 | -5.9% | 2,367 | 0.0% | 0.13% | 0.0% |
Q2 2022 | $340,000 | -13.3% | 2,367 | -2.2% | 0.13% | +9.9% |
Q1 2022 | $392,000 | -6.2% | 2,420 | -0.7% | 0.12% | -2.4% |
Q4 2021 | $418,000 | +12.1% | 2,436 | +0.2% | 0.12% | +7.8% |
Q3 2021 | $373,000 | +18.8% | 2,430 | +23.5% | 0.12% | +22.3% |
Q2 2021 | $314,000 | +7.5% | 1,968 | -0.8% | 0.09% | +1.1% |
Q1 2021 | $292,000 | +2.8% | 1,984 | -1.5% | 0.09% | -7.0% |
Q4 2020 | $284,000 | +34.0% | 2,014 | +22.4% | 0.10% | +16.3% |
Q3 2020 | $212,000 | -3.6% | 1,645 | -6.8% | 0.09% | 0.0% |
Q4 2019 | $220,000 | +4.3% | 1,765 | 0.0% | 0.09% | +8.9% |
Q3 2019 | $211,000 | – | 1,765 | – | 0.08% | – |
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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% |