VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,235,842 | -4.6% | 156,350 | -0.0% | 3.29% | -4.1% |
| Q2 2023 | $25,408,257 | +6.1% | 156,426 | +0.6% | 3.43% | -7.5% |
| Q1 2023 | $23,954,852 | +1.8% | 155,541 | +0.4% | 3.71% | +2.5% |
| Q4 2022 | $23,525,833 | +15.0% | 154,928 | +2.4% | 3.62% | +6.1% |
| Q3 2022 | $20,453,000 | -5.8% | 151,325 | -0.1% | 3.41% | +2.8% |
| Q2 2022 | $21,723,000 | -10.6% | 151,412 | +1.1% | 3.32% | -2.2% |
| Q1 2022 | $24,297,000 | -4.4% | 149,834 | +1.2% | 3.39% | -6.2% |
| Q4 2021 | $25,428,000 | +13.5% | 148,050 | +1.5% | 3.62% | +2.2% |
| Q3 2021 | $22,400,000 | +1.2% | 145,831 | +2.0% | 3.54% | -0.3% |
| Q2 2021 | $22,130,000 | +6.3% | 142,971 | +1.0% | 3.55% | -0.5% |
| Q1 2021 | $20,821,000 | +5.9% | 141,560 | +1.7% | 3.57% | -2.6% |
| Q4 2020 | $19,656,000 | +10.3% | 139,237 | +0.5% | 3.66% | -7.1% |
| Q3 2020 | $17,822,000 | +9.7% | 138,521 | -0.0% | 3.94% | +3.6% |
| Q2 2020 | $16,239,000 | +14.3% | 138,581 | +0.9% | 3.81% | -0.6% |
| Q1 2020 | $14,203,000 | -14.7% | 137,371 | +2.8% | 3.83% | +9.4% |
| Q4 2019 | $16,652,000 | +3.7% | 133,580 | -0.5% | 3.50% | -1.2% |
| Q3 2019 | $16,059,000 | +4.9% | 134,261 | +1.0% | 3.54% | -1.0% |
| Q2 2019 | $15,305,000 | +8.8% | 132,901 | +3.5% | 3.58% | +2.8% |
| Q1 2019 | $14,072,000 | +15.9% | 128,348 | +3.5% | 3.48% | -2.2% |
| Q4 2018 | $12,142,000 | – | 123,958 | – | 3.56% | – |
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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% |