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 | $7,417,395 | -5.3% | 47,737 | -1.0% | 1.67% | -3.0% |
| Q2 2023 | $7,830,650 | +4.1% | 48,212 | -1.3% | 1.72% | -1.7% |
| Q1 2023 | $7,520,783 | +0.0% | 48,833 | +0.9% | 1.75% | -1.1% |
| Q4 2022 | $7,520,301 | +15.1% | 48,375 | +0.1% | 1.77% | -1.6% |
| Q3 2022 | $6,532,000 | -7.5% | 48,328 | -0.9% | 1.80% | -0.3% |
| Q2 2022 | $7,062,000 | -10.4% | 48,757 | +0.1% | 1.80% | +4.8% |
| Q1 2022 | $7,885,000 | +1.3% | 48,685 | -0.0% | 1.72% | -1.5% |
| Q4 2021 | $7,782,000 | -1.0% | 48,704 | -0.6% | 1.75% | +0.9% |
| Q3 2021 | $7,857,000 | -1.6% | 49,008 | -1.3% | 1.73% | -5.2% |
| Q2 2021 | $7,982,000 | +3.5% | 49,637 | -0.5% | 1.82% | -4.6% |
| Q1 2021 | $7,713,000 | +6.8% | 49,896 | -2.5% | 1.91% | -8.2% |
| Q4 2020 | $7,220,000 | +4.5% | 51,175 | -1.9% | 2.08% | -19.6% |
| Q3 2020 | $6,912,000 | +5.1% | 52,143 | -2.7% | 2.59% | -0.8% |
| Q2 2020 | $6,574,000 | +14.0% | 53,595 | -5.3% | 2.61% | -12.7% |
| Q1 2020 | $5,767,000 | -13.1% | 56,597 | +8.3% | 2.99% | +13.2% |
| Q4 2019 | $6,634,000 | +9.6% | 52,242 | +2.7% | 2.64% | -1.2% |
| Q3 2019 | $6,051,000 | +10.9% | 50,852 | +9.0% | 2.68% | +9.0% |
| Q2 2019 | $5,455,000 | +18.9% | 46,640 | +13.2% | 2.46% | +18.0% |
| Q1 2019 | $4,586,000 | +41.3% | 41,192 | +40.5% | 2.08% | +37.4% |
| Q4 2018 | $3,246,000 | -0.9% | 29,321 | -0.9% | 1.52% | +0.1% |
| Q3 2018 | $3,275,000 | +16.8% | 29,582 | +7.2% | 1.51% | +9.0% |
| Q2 2018 | $2,803,000 | +18.2% | 27,586 | +17.5% | 1.39% | +12.7% |
| Q1 2018 | $2,372,000 | +77.8% | 23,473 | +79.5% | 1.23% | +81.4% |
| Q4 2017 | $1,334,000 | – | 13,079 | – | 0.68% | – |
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% |