VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,590 | -9.6% | 2,128 | -5.5% | 0.12% | -7.2% |
| Q2 2023 | $365,629 | -29.0% | 2,251 | -43.7% | 0.12% | -62.5% |
| Q3 2020 | $515,000 | +8.6% | 4,000 | -1.1% | 0.33% | +0.3% |
| Q2 2020 | $474,000 | +5.8% | 4,045 | -0.2% | 0.33% | -3.2% |
| Q1 2020 | $448,000 | +1936.4% | 4,052 | +1820.4% | 0.34% | +1705.3% |
| Q4 2017 | $22,000 | – | 211 | – | 0.02% | – |
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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% |