VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,122,658 | +20.8% | 24,194 | +10.1% | 1.08% | +9.2% |
| Q3 2023 | $3,413,543 | -5.0% | 21,969 | -0.7% | 0.99% | +0.2% |
| Q2 2023 | $3,592,627 | +13.1% | 22,118 | +7.2% | 0.99% | +10.0% |
| Q1 2023 | $3,177,380 | -2.0% | 20,631 | -3.3% | 0.90% | -4.1% |
| Q4 2022 | $3,241,238 | +21.4% | 21,345 | +8.1% | 0.94% | +15.1% |
| Q3 2022 | $2,670,000 | +7.5% | 19,751 | +14.1% | 0.82% | +12.4% |
| Q2 2022 | $2,483,000 | – | 17,305 | – | 0.73% | – |
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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% |