VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $986,974 | -5.4% | 6,352 | -1.1% | 0.09% | -6.2% |
| Q2 2023 | $1,042,801 | +2.7% | 6,420 | -2.6% | 0.10% | -4.9% |
| Q1 2023 | $1,015,234 | +1.4% | 6,592 | 0.0% | 0.10% | -4.7% |
| Q4 2022 | $1,000,995 | +6.7% | 6,592 | -5.0% | 0.11% | +2.9% |
| Q3 2022 | $938,000 | -4.8% | 6,942 | +1.1% | 0.10% | 0.0% |
| Q2 2022 | $985,000 | -5.7% | 6,867 | +6.6% | 0.10% | +13.0% |
| Q1 2022 | $1,045,000 | -7.8% | 6,443 | -2.4% | 0.09% | +2.2% |
| Q4 2021 | $1,134,000 | +9.8% | 6,603 | -1.9% | 0.09% | +1.1% |
| Q3 2021 | $1,033,000 | -0.8% | 6,728 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $1,041,000 | -8.1% | 6,728 | -9.1% | 0.09% | -9.2% |
| Q1 2021 | $1,133,000 | +4.7% | 7,403 | -3.5% | 0.10% | -4.9% |
| Q4 2020 | $1,082,000 | +3.6% | 7,668 | -5.5% | 0.10% | -8.8% |
| Q3 2020 | $1,044,000 | – | 8,113 | – | 0.11% | – |
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% |