VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,180,487 | -8.1% | 38,050 | -12.9% | 0.70% | -29.8% |
| Q1 2023 | $6,726,564 | +22.7% | 43,676 | +14.3% | 1.00% | -32.0% |
| Q2 2022 | $5,484,000 | -20.7% | 38,225 | -10.4% | 1.48% | +34.0% |
| Q1 2022 | $6,918,000 | +9.6% | 42,663 | +3.8% | 1.10% | -5.7% |
| Q3 2021 | $6,313,000 | -0.6% | 41,102 | +0.2% | 1.17% | -8.3% |
| Q2 2021 | $6,348,000 | +5.2% | 41,013 | -0.0% | 1.28% | -25.5% |
| Q1 2021 | $6,034,000 | +2.7% | 41,027 | -1.4% | 1.71% | -9.6% |
| Q4 2020 | $5,873,000 | +21.7% | 41,605 | +1.0% | 1.89% | -5.1% |
| Q3 2020 | $4,827,000 | – | 41,195 | – | 1.99% | – |
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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% |