VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 425 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2014. The put-call ratio across all filers is 0.37 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,822,000 | -13.7% | 59,440 | -2.4% | 2.14% | +24.1% |
| Q3 2018 | $6,745,000 | +6.3% | 60,927 | -2.4% | 1.73% | +0.2% |
| Q2 2018 | $6,346,000 | -3.7% | 62,452 | -4.3% | 1.72% | -9.9% |
| Q1 2018 | $6,593,000 | -10.5% | 65,245 | -9.7% | 1.91% | -3.3% |
| Q4 2017 | $7,369,000 | +7.1% | 72,226 | -0.5% | 1.98% | +7.9% |
| Q3 2017 | $6,880,000 | +0.2% | 72,582 | -2.1% | 1.83% | -5.7% |
| Q2 2017 | $6,869,000 | +1.3% | 74,124 | -1.7% | 1.94% | -1.4% |
| Q1 2017 | $6,780,000 | +4.3% | 75,383 | -1.2% | 1.97% | +2.9% |
| Q4 2016 | $6,501,000 | +1.6% | 76,319 | +0.1% | 1.92% | +6.0% |
| Q3 2016 | $6,401,000 | +0.2% | 76,271 | -0.6% | 1.81% | -1.3% |
| Q2 2016 | $6,386,000 | +1.8% | 76,719 | -0.7% | 1.83% | 0.0% |
| Q1 2016 | $6,274,000 | +6.0% | 77,221 | +1.4% | 1.83% | +3.4% |
| Q4 2015 | $5,921,000 | +4.7% | 76,149 | -0.7% | 1.77% | -1.1% |
| Q3 2015 | $5,657,000 | -4.7% | 76,713 | +1.6% | 1.79% | +5.5% |
| Q2 2015 | $5,933,000 | -3.1% | 75,508 | -0.7% | 1.70% | -7.1% |
| Q1 2015 | $6,121,000 | -0.6% | 76,070 | +0.3% | 1.82% | -5.0% |
| Q4 2014 | $6,158,000 | +7.1% | 75,871 | +1.6% | 1.92% | +4.1% |
| Q3 2014 | $5,749,000 | -25.8% | 74,705 | -24.9% | 1.84% | -30.7% |
| Q2 2014 | $7,752,000 | +2.7% | 99,444 | -0.9% | 2.66% | +4.7% |
| Q1 2014 | $7,547,000 | +0.5% | 100,324 | +0.5% | 2.54% | -2.5% |
| Q4 2013 | $7,512,000 | +6.9% | 99,834 | -1.1% | 2.61% | +1.8% |
| Q3 2013 | $7,025,000 | +4.1% | 100,921 | -1.0% | 2.56% | -0.9% |
| Q2 2013 | $6,748,000 | – | 101,941 | – | 2.58% | – |
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% |