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 | $613,720 | -4.3% | 3,950 | +0.1% | 0.20% | -1.9% |
| Q2 2023 | $641,167 | +5.5% | 3,947 | 0.0% | 0.21% | +5.0% |
| Q1 2023 | $607,931 | +194.9% | 3,947 | +190.6% | 0.20% | +168.9% |
| Q4 2022 | $206,179 | -5.9% | 1,358 | +0.6% | 0.07% | +15.6% |
| Q1 2022 | $219,000 | -5.2% | 1,350 | +0.1% | 0.06% | -3.0% |
| Q4 2021 | $231,000 | +11.1% | 1,348 | +0.4% | 0.07% | +1.5% |
| Q2 2021 | $208,000 | -1.9% | 1,343 | -6.8% | 0.06% | -8.5% |
| Q1 2021 | $212,000 | – | 1,441 | – | 0.07% | – |
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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% |