VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,310,266 | -1.7% | 27,740 | +2.7% | 0.69% | -21.5% |
| Q2 2023 | $4,386,289 | +4.3% | 27,004 | -1.1% | 0.88% | -4.1% |
| Q1 2023 | $4,206,965 | +1.4% | 27,316 | +0.0% | 0.92% | -8.5% |
| Q4 2022 | $4,147,808 | +13.2% | 27,315 | +0.8% | 1.00% | -1.1% |
| Q3 2022 | $3,664,000 | -4.7% | 27,111 | +1.2% | 1.01% | +27.2% |
| Q2 2022 | $3,845,000 | -11.5% | 26,799 | 0.0% | 0.80% | -24.6% |
| Q1 2022 | $4,346,000 | -5.6% | 26,799 | 0.0% | 1.06% | +4.3% |
| Q4 2021 | $4,603,000 | +11.8% | 26,799 | 0.0% | 1.01% | -10.5% |
| Q3 2021 | $4,116,000 | -1.5% | 26,799 | -0.8% | 1.13% | -14.8% |
| Q2 2021 | $4,180,000 | +3.4% | 27,003 | +1.1% | 1.33% | -35.2% |
| Q1 2021 | $4,043,000 | +50.2% | 26,707 | -22.6% | 2.05% | -9.0% |
| Q2 2014 | $2,691,000 | +3.6% | 34,524 | 0.0% | 2.25% | -13.7% |
| Q1 2014 | $2,597,000 | -12.9% | 34,524 | -12.9% | 2.61% | -14.8% |
| Q4 2013 | $2,981,000 | – | 39,624 | – | 3.06% | – |
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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% |