VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $303,094 | -12.9% | 1,866 | -17.0% | 0.02% | -15.8% |
| Q1 2023 | $347,990 | +33.5% | 2,248 | +31.0% | 0.02% | +18.8% |
| Q4 2022 | $260,575 | +12.3% | 1,716 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $232,000 | +201.3% | 1,716 | +217.8% | 0.02% | +166.7% |
| Q2 2022 | $77,000 | +381.2% | 540 | +409.4% | 0.01% | +500.0% |
| Q3 2021 | $16,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +6.7% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 106 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $14,000 | -17.6% | 106 | -24.8% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | -75.0% | 141 | -77.1% | 0.00% | -83.3% |
| Q1 2019 | $68,000 | +750.0% | 617 | +807.4% | 0.01% | +300.0% |
| Q3 2018 | $8,000 | – | 68 | – | 0.00% | – |
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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% |