VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,326,000 | -10.3% | 15,027 | -14.8% | 0.45% | -10.4% |
| Q1 2021 | $2,593,000 | -20.4% | 17,631 | -23.6% | 0.50% | -22.0% |
| Q4 2020 | $3,258,000 | +11.6% | 23,077 | +1.7% | 0.64% | +0.9% |
| Q3 2020 | $2,919,000 | +15.1% | 22,687 | +4.8% | 0.64% | +5.3% |
| Q2 2020 | $2,537,000 | +64.8% | 21,649 | +45.4% | 0.61% | +35.9% |
| Q1 2020 | $1,539,000 | -51.1% | 14,886 | -41.1% | 0.45% | -39.8% |
| Q4 2019 | $3,148,000 | +11.0% | 25,254 | +6.4% | 0.74% | +4.5% |
| Q3 2019 | $2,837,000 | +55.5% | 23,728 | +49.8% | 0.71% | +53.1% |
| Q2 2019 | $1,824,000 | +59.6% | 15,843 | +51.9% | 0.46% | +51.8% |
| Q1 2019 | $1,143,000 | -22.1% | 10,427 | -30.4% | 0.30% | -33.3% |
| Q4 2018 | $1,468,000 | +23.9% | 14,984 | +40.0% | 0.46% | +48.4% |
| Q3 2018 | $1,185,000 | +467.0% | 10,703 | +419.6% | 0.31% | +404.9% |
| Q2 2018 | $209,000 | – | 2,060 | – | 0.06% | – |
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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% |