VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,234,644 | +2.3% | 7,946 | +7.0% | 0.42% | +3.5% |
| Q2 2023 | $1,206,525 | -10.8% | 7,428 | -15.4% | 0.40% | -14.6% |
| Q1 2023 | $1,351,895 | +1.4% | 8,778 | 0.0% | 0.47% | +0.6% |
| Q4 2022 | $1,332,935 | +9.9% | 8,778 | -2.2% | 0.47% | -2.7% |
| Q3 2022 | $1,213,000 | -5.5% | 8,973 | +0.2% | 0.48% | -1.8% |
| Q2 2022 | $1,284,000 | -1.4% | 8,953 | +11.5% | 0.49% | +13.9% |
| Q1 2022 | $1,302,000 | +4.2% | 8,030 | +10.3% | 0.43% | +1.7% |
| Q4 2021 | $1,250,000 | +33.3% | 7,280 | +26.0% | 0.42% | +24.3% |
| Q3 2021 | $938,000 | +2.5% | 5,776 | -1.7% | 0.34% | -3.7% |
| Q2 2021 | $915,000 | -0.4% | 5,877 | -11.0% | 0.35% | -12.2% |
| Q1 2021 | $919,000 | +6.9% | 6,606 | +8.5% | 0.40% | +4.9% |
| Q4 2020 | $860,000 | +18.1% | 6,091 | +7.6% | 0.38% | +7.6% |
| Q3 2020 | $728,000 | +9.6% | 5,660 | 0.0% | 0.36% | -9.4% |
| Q2 2020 | $664,000 | +38.0% | 5,660 | +21.5% | 0.39% | +14.9% |
| Q1 2020 | $481,000 | +35.9% | 4,660 | +64.4% | 0.34% | +89.5% |
| Q4 2019 | $354,000 | -10.6% | 2,835 | -14.4% | 0.18% | -13.8% |
| Q3 2019 | $396,000 | +50.0% | 3,311 | +22.6% | 0.21% | +27.3% |
| Q4 2018 | $264,000 | – | 2,700 | – | 0.16% | – |
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% |