VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2017. The put-call ratio across all filers is 0.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $4,287,000 | -24.2% | 39,104 | -32.3% | 0.07% | -33.3% |
| Q4 2018 | $5,659,000 | +0.7% | 57,779 | +13.8% | 0.10% | +13.8% |
| Q3 2018 | $5,618,000 | +34.3% | 50,753 | +23.3% | 0.09% | +19.2% |
| Q2 2018 | $4,184,000 | -0.7% | 41,176 | -1.2% | 0.07% | -2.7% |
| Q1 2018 | $4,213,000 | +6.8% | 41,696 | +7.8% | 0.08% | -1.3% |
| Q4 2017 | $3,946,000 | -46.8% | 38,672 | -50.5% | 0.08% | -46.9% |
| Q3 2017 | $7,411,000 | +109.0% | 78,188 | +104.3% | 0.14% | +101.4% |
| Q2 2017 | $3,546,000 | +7.5% | 38,266 | +4.3% | 0.07% | +4.4% |
| Q1 2017 | $3,300,000 | +6.9% | 36,691 | +1.2% | 0.07% | +3.0% |
| Q4 2016 | $3,087,000 | -5.5% | 36,241 | -6.9% | 0.07% | -13.2% |
| Q3 2016 | $3,266,000 | +4.6% | 38,917 | +3.8% | 0.08% | +2.7% |
| Q2 2016 | $3,121,000 | -9.1% | 37,502 | -11.2% | 0.07% | -10.8% |
| Q1 2016 | $3,432,000 | -1.7% | 42,246 | -5.9% | 0.08% | -6.7% |
| Q4 2015 | $3,492,000 | +4.1% | 44,903 | -1.2% | 0.09% | -6.3% |
| Q3 2015 | $3,353,000 | -10.0% | 45,470 | -4.1% | 0.10% | -4.0% |
| Q2 2015 | $3,726,000 | -1.5% | 47,414 | +0.8% | 0.10% | -2.9% |
| Q1 2015 | $3,784,000 | +4.0% | 47,027 | +4.9% | 0.10% | +3.0% |
| Q4 2014 | $3,637,000 | +9.8% | 44,812 | +4.2% | 0.10% | +3.1% |
| Q3 2014 | $3,311,000 | +3.8% | 43,025 | +5.2% | 0.10% | +3.2% |
| Q2 2014 | $3,189,000 | +2.9% | 40,917 | -0.7% | 0.09% | 0.0% |
| Q1 2014 | $3,099,000 | +7.4% | 41,189 | +7.4% | 0.09% | +5.7% |
| Q4 2013 | $2,885,000 | +12.8% | 38,348 | +4.4% | 0.09% | -2.2% |
| Q3 2013 | $2,557,000 | +6.1% | 36,730 | +0.8% | 0.09% | +1.1% |
| Q2 2013 | $2,411,000 | – | 36,426 | – | 0.09% | – |
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% |