VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $991,463 | -5.5% | 6,495 | +0.6% | 0.23% | -15.3% |
| Q2 2023 | $1,048,830 | -16.8% | 6,457 | -21.1% | 0.27% | -24.7% |
| Q1 2023 | $1,260,222 | +1.7% | 8,183 | +0.3% | 0.36% | -6.7% |
| Q4 2022 | $1,239,454 | +12.7% | 8,162 | +0.3% | 0.39% | +0.5% |
| Q3 2022 | $1,100,000 | +42.1% | 8,139 | +50.8% | 0.39% | +48.1% |
| Q2 2022 | $774,000 | +18.7% | 5,398 | +34.1% | 0.26% | +40.9% |
| Q1 2022 | $652,000 | -1.1% | 4,024 | +4.8% | 0.19% | +5.1% |
| Q4 2021 | $659,000 | +116.8% | 3,838 | +62.6% | 0.18% | +36.2% |
| Q3 2020 | $304,000 | +9.7% | 2,360 | 0.0% | 0.13% | +0.8% |
| Q2 2020 | $277,000 | +11.7% | 2,360 | -1.6% | 0.13% | -7.2% |
| Q1 2020 | $248,000 | -18.4% | 2,398 | -1.6% | 0.14% | -1.4% |
| Q4 2019 | $304,000 | +6.3% | 2,436 | +1.6% | 0.14% | -1.4% |
| Q3 2019 | $286,000 | +3.6% | 2,397 | 0.0% | 0.14% | +0.7% |
| Q2 2019 | $276,000 | +6.6% | 2,397 | +1.6% | 0.14% | -0.7% |
| Q1 2019 | $259,000 | +12.1% | 2,360 | 0.0% | 0.14% | -0.7% |
| Q4 2018 | $231,000 | -11.5% | 2,360 | 0.0% | 0.14% | +2.1% |
| Q3 2018 | $261,000 | +8.8% | 2,360 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $240,000 | +0.8% | 2,360 | 0.0% | 0.14% | -0.7% |
| Q1 2018 | $238,000 | – | 2,360 | – | 0.14% | – |
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% |