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 | $105,192 | -4.3% | 677 | 0.0% | 0.02% | -5.6% |
Q2 2023 | $109,965 | +0.4% | 677 | -4.8% | 0.02% | 0.0% |
Q1 2023 | $109,501 | +6.5% | 711 | +5.0% | 0.02% | +5.9% |
Q4 2022 | $102,802 | +11.7% | 677 | 0.0% | 0.02% | +6.2% |
Q3 2022 | $92,000 | -5.2% | 677 | 0.0% | 0.02% | -5.9% |
Q2 2022 | $97,000 | -11.8% | 677 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $110,000 | -5.2% | 677 | 0.0% | 0.02% | -5.6% |
Q4 2021 | $116,000 | +11.5% | 677 | 0.0% | 0.02% | +5.9% |
Q3 2021 | $104,000 | -9.6% | 677 | -8.5% | 0.02% | -10.5% |
Q2 2021 | $115,000 | +5.5% | 740 | 0.0% | 0.02% | -9.5% |
Q1 2021 | $109,000 | +5350.0% | 740 | +5185.7% | 0.02% | – |
Q3 2019 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – |
Q2 2019 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – |
Q1 2019 | $2,000 | -99.0% | 14 | -99.3% | 0.00% | -100.0% |
Q4 2018 | $207,000 | -10.4% | 2,115 | +1.5% | 0.05% | 0.0% |
Q3 2018 | $231,000 | +9.5% | 2,084 | +0.5% | 0.05% | +4.5% |
Q2 2018 | $211,000 | +1.0% | 2,073 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $209,000 | -0.9% | 2,073 | +0.4% | 0.04% | +10.0% |
Q4 2017 | $211,000 | – | 2,064 | – | 0.04% | – |
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% |