VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 318 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2013. The put-call ratio across all filers is 0.51 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2015 | $23,873,000 | +6.9% | 307,003 | +1.4% | 14.67% | +0.8% |
Q3 2015 | $22,323,000 | -6.5% | 302,725 | -0.4% | 14.55% | -0.3% |
Q2 2015 | $23,879,000 | -0.1% | 303,878 | +2.3% | 14.59% | -0.3% |
Q1 2015 | $23,911,000 | -3.6% | 297,140 | -2.7% | 14.63% | -4.9% |
Q4 2014 | $24,794,000 | +6.5% | 305,496 | +1.0% | 15.38% | -6.8% |
Q3 2014 | $23,271,000 | -1.8% | 302,410 | -0.6% | 16.51% | +1.6% |
Q2 2014 | $23,704,000 | +4.6% | 304,090 | +0.9% | 16.25% | +2.0% |
Q1 2014 | $22,666,000 | +8.8% | 301,278 | +8.8% | 15.93% | +14.7% |
Q4 2013 | $20,829,000 | +10.9% | 276,840 | +2.6% | 13.89% | +5.4% |
Q3 2013 | $18,777,000 | +15.6% | 269,748 | +10.0% | 13.18% | +9.2% |
Q2 2013 | $16,239,000 | +12.8% | 245,302 | +11.9% | 12.07% | +14.1% |
Q1 2013 | $14,397,000 | – | 219,130 | – | 10.57% | – |
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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% |