VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $70,897,000 | +12.9% | 412,794 | +0.9% | 14.63% | +12.2% |
| Q3 2021 | $62,819,000 | +0.9% | 408,980 | +1.7% | 13.04% | +2.0% |
| Q2 2021 | $62,262,000 | -4.3% | 402,236 | -9.0% | 12.78% | -10.1% |
| Q1 2021 | $65,034,000 | +1.0% | 442,166 | -3.1% | 14.22% | -2.9% |
| Q4 2020 | $64,417,000 | +12.7% | 456,307 | +2.7% | 14.65% | -2.0% |
| Q3 2020 | $57,182,000 | +119.0% | 444,445 | +99.5% | 14.95% | +99.9% |
| Q2 2020 | $26,105,000 | +24.4% | 222,774 | +9.7% | 7.48% | -0.7% |
| Q1 2020 | $20,991,000 | +33219.0% | 203,026 | +35394.1% | 7.53% | +31275.0% |
| Q1 2019 | $63,000 | – | 572 | – | 0.02% | – |
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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% |