VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,257 | -4.3% | 819 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $133,031 | +5.5% | 819 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $126,135 | +1.4% | 819 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $124,365 | +10.1% | 819 | -1.7% | 0.03% | -9.7% |
| Q3 2022 | $113,000 | -5.8% | 833 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $120,000 | +172.7% | 833 | +222.9% | 0.03% | +166.7% |
| Q4 2021 | $44,000 | +10.0% | 258 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $40,000 | +48.1% | 258 | +47.4% | 0.01% | +30.0% |
| Q2 2021 | $27,000 | +3.8% | 175 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $26,000 | +13.0% | 175 | +8.7% | 0.01% | +10.0% |
| Q4 2020 | $23,000 | +9.5% | 161 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $21,000 | +10.5% | 161 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $19,000 | -63.5% | 161 | -65.8% | 0.01% | -65.5% |
| Q3 2018 | $52,000 | – | 471 | – | 0.03% | – |
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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% |