VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,919 | -4.3% | 3,031 | +0.1% | 0.27% | +1.5% |
| Q2 2023 | $492,012 | -2.5% | 3,029 | -7.5% | 0.27% | -12.5% |
| Q1 2023 | $504,548 | -18.2% | 3,276 | -19.3% | 0.30% | -22.1% |
| Q4 2022 | $616,711 | +74.2% | 4,061 | +55.1% | 0.39% | +50.0% |
| Q3 2022 | $354,000 | +2.6% | 2,619 | +8.8% | 0.26% | +7.0% |
| Q2 2022 | $345,000 | -21.4% | 2,408 | -11.1% | 0.24% | -8.6% |
| Q1 2022 | $439,000 | +393.3% | 2,708 | +278.7% | 0.27% | +254.7% |
| Q4 2019 | $89,000 | – | 715 | – | 0.08% | – |
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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% |