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 | $9,695,699 | -5.0% | 62,400 | -0.7% | 2.42% | -1.9% |
| Q2 2023 | $10,203,993 | +4.6% | 62,821 | -0.8% | 2.47% | +1.1% |
| Q1 2023 | $9,755,634 | +2.2% | 63,344 | +0.7% | 2.44% | -0.8% |
| Q4 2022 | $9,548,165 | +11.6% | 62,879 | -0.7% | 2.46% | +2.1% |
| Q3 2022 | $8,557,000 | -5.0% | 63,307 | +0.8% | 2.41% | +0.6% |
| Q2 2022 | $9,011,000 | -17.4% | 62,810 | -6.6% | 2.40% | -5.3% |
| Q1 2022 | $10,904,000 | +4.6% | 67,242 | +10.8% | 2.53% | -0.2% |
| Q4 2021 | $10,420,000 | +13.0% | 60,671 | +1.0% | 2.53% | -1.4% |
| Q3 2021 | $9,223,000 | +2.8% | 60,044 | +3.6% | 2.57% | +1.1% |
| Q2 2021 | $8,970,000 | +14.0% | 57,947 | +8.3% | 2.54% | -2.8% |
| Q1 2021 | $7,866,000 | +8.1% | 53,484 | +3.8% | 2.61% | -1.6% |
| Q4 2020 | $7,274,000 | +14.2% | 51,527 | +4.1% | 2.65% | -3.1% |
| Q3 2020 | $6,370,000 | +13.4% | 49,512 | +3.3% | 2.74% | +5.5% |
| Q2 2020 | $5,616,000 | +14.4% | 47,928 | +1.0% | 2.60% | -4.3% |
| Q1 2020 | $4,908,000 | -11.2% | 47,473 | +7.1% | 2.71% | +24.6% |
| Q4 2019 | $5,527,000 | +4.5% | 44,337 | +0.3% | 2.18% | -3.8% |
| Q3 2019 | $5,287,000 | +8.9% | 44,217 | +4.9% | 2.26% | -33.1% |
| Q2 2019 | $4,853,000 | +9.0% | 42,143 | +3.8% | 3.38% | +4.3% |
| Q1 2019 | $4,452,000 | +1.0% | 40,610 | -9.7% | 3.24% | -4.1% |
| Q4 2018 | $4,406,000 | – | 44,985 | – | 3.38% | – |
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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% |