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 | $1,009,373 | +50.9% | 6,496 | +57.8% | 0.33% | +155.0% |
Q2 2023 | $668,696 | +4.1% | 4,117 | -1.3% | 0.13% | 0.0% |
Q1 2023 | $642,349 | +1.3% | 4,171 | -0.1% | 0.13% | -3.7% |
Q4 2022 | $634,198 | +11.1% | 4,176 | -1.2% | 0.14% | +2.3% |
Q3 2022 | $571,000 | -6.2% | 4,226 | -0.4% | 0.13% | +7.3% |
Q2 2022 | $609,000 | -23.7% | 4,245 | -13.8% | 0.12% | -6.8% |
Q1 2022 | $798,000 | -4.2% | 4,923 | +1.5% | 0.13% | 0.0% |
Q4 2021 | $833,000 | +38.6% | 4,849 | +13.9% | 0.13% | +4.7% |
Q4 2020 | $601,000 | +46.2% | 4,257 | +33.1% | 0.13% | -30.6% |
Q3 2020 | $411,000 | +18.8% | 3,198 | +8.3% | 0.18% | +1.1% |
Q2 2020 | $346,000 | +15.7% | 2,952 | +2.1% | 0.18% | -7.7% |
Q1 2020 | $299,000 | -7.1% | 2,890 | +11.9% | 0.20% | -3.9% |
Q4 2019 | $322,000 | – | 2,583 | – | 0.20% | – |
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% |