VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 584 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2016. The put-call ratio across all filers is 0.18 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,622,000 | -3.6% | 19,492 | -5.9% | 0.31% | -6.9% |
| Q1 2016 | $1,682,000 | +9.3% | 20,710 | +4.6% | 0.33% | +11.7% |
| Q4 2015 | $1,539,000 | -7.0% | 19,791 | -11.8% | 0.30% | -9.9% |
| Q3 2015 | $1,655,000 | -21.0% | 22,447 | -15.8% | 0.33% | -13.5% |
| Q2 2015 | $2,095,000 | -8.8% | 26,670 | -6.6% | 0.38% | -10.3% |
| Q1 2015 | $2,298,000 | -12.1% | 28,559 | -11.4% | 0.43% | -14.1% |
| Q4 2014 | $2,614,000 | -8.3% | 32,216 | -13.0% | 0.50% | -11.1% |
| Q3 2014 | $2,851,000 | -0.2% | 37,051 | +1.1% | 0.56% | +21.5% |
| Q2 2014 | $2,856,000 | +17.0% | 36,650 | +13.0% | 0.46% | -12.4% |
| Q1 2014 | $2,440,000 | -3.1% | 32,442 | -3.1% | 0.53% | -10.2% |
| Q4 2013 | $2,518,000 | +18.9% | 33,477 | +10.0% | 0.59% | +6.9% |
| Q3 2013 | $2,118,000 | +20.3% | 30,427 | +14.3% | 0.55% | +2.0% |
| Q2 2013 | $1,761,000 | – | 26,613 | – | 0.54% | – |
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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% |