VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $983,273 | -4.0% | 6,328 | +0.4% | 0.48% | +3.7% |
| Q2 2023 | $1,023,942 | +17.6% | 6,304 | +11.5% | 0.46% | +13.5% |
| Q1 2023 | $870,757 | +97958.2% | 5,654 | -3.4% | 0.41% | -9.8% |
| Q4 2022 | $888 | -99.9% | 5,851 | -0.8% | 0.45% | +8.2% |
| Q3 2022 | $797,000 | -12.9% | 5,899 | -7.5% | 0.42% | -9.7% |
| Q2 2022 | $915,000 | -11.2% | 6,377 | +0.4% | 0.46% | +3.4% |
| Q1 2022 | $1,030,000 | -5.2% | 6,352 | +0.3% | 0.45% | -3.2% |
| Q4 2021 | $1,087,000 | +5.7% | 6,330 | -9.5% | 0.46% | -3.1% |
| Q1 2021 | $1,028,000 | +4.3% | 6,991 | +0.1% | 0.48% | -7.7% |
| Q4 2020 | $986,000 | +10.7% | 6,982 | +0.8% | 0.52% | +7.9% |
| Q3 2020 | $891,000 | +10.1% | 6,927 | +0.4% | 0.48% | -0.8% |
| Q2 2020 | $809,000 | +13.8% | 6,902 | +0.4% | 0.48% | -4.4% |
| Q1 2020 | $711,000 | -22.4% | 6,874 | -6.5% | 0.50% | -7.3% |
| Q4 2019 | $916,000 | – | 7,348 | – | 0.54% | – |
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% |