VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,716,446 | +91.3% | 23,918 | +101.0% | 0.74% | +59.3% |
| Q2 2023 | $1,942,520 | +6.0% | 11,902 | 0.0% | 0.46% | -0.2% |
| Q1 2023 | $1,833,100 | +1.9% | 11,902 | +0.5% | 0.46% | +2.2% |
| Q4 2022 | $1,798,400 | +13.0% | 11,843 | +0.6% | 0.45% | +6.8% |
| Q3 2022 | $1,592,000 | -5.3% | 11,775 | +0.5% | 0.42% | -2.5% |
| Q2 2022 | $1,681,000 | -11.1% | 11,717 | +0.5% | 0.44% | +0.2% |
| Q1 2022 | $1,891,000 | -5.2% | 11,660 | +0.4% | 0.43% | -9.6% |
| Q4 2021 | $1,994,000 | +12.3% | 11,610 | +0.5% | 0.48% | -0.8% |
| Q3 2021 | $1,775,000 | -0.3% | 11,557 | +0.5% | 0.48% | +3.0% |
| Q2 2021 | $1,781,000 | +5.7% | 11,505 | +0.4% | 0.47% | +116.6% |
| Q1 2021 | $1,685,000 | +4.6% | 11,455 | +0.4% | 0.22% | -56.0% |
| Q4 2020 | $1,611,000 | +10.2% | 11,414 | +0.9% | 0.49% | -4.1% |
| Q3 2020 | $1,462,000 | +10.8% | 11,311 | +0.5% | 0.51% | +4.3% |
| Q2 2020 | $1,319,000 | +13.3% | 11,254 | 0.0% | 0.49% | +0.8% |
| Q1 2020 | $1,164,000 | -16.6% | 11,254 | +0.5% | 0.49% | +57.2% |
| Q4 2019 | $1,396,000 | +4.7% | 11,202 | +0.5% | 0.31% | -6.9% |
| Q3 2019 | $1,333,000 | +4.3% | 11,149 | +0.5% | 0.33% | -52.6% |
| Q2 2019 | $1,278,000 | – | 11,097 | – | 0.70% | – |
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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% |