VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,869 | -0.5% | 3,314 | -1.4% | 0.37% | -1.3% |
| Q2 2023 | $517,706 | 0.0% | 3,362 | 0.0% | 0.38% | 0.0% |
| Q1 2023 | $517,706 | -11.8% | 3,362 | -13.0% | 0.38% | -14.9% |
| Q4 2022 | $586,958 | +11.6% | 3,865 | -0.6% | 0.44% | +6.2% |
| Q3 2022 | $526,000 | -5.7% | 3,888 | +0.0% | 0.42% | +2.0% |
| Q2 2022 | $558,000 | -11.4% | 3,887 | +0.1% | 0.41% | +3.8% |
| Q1 2022 | $630,000 | -12.6% | 3,885 | -7.4% | 0.39% | -9.4% |
| Q4 2021 | $721,000 | +6.5% | 4,196 | -4.7% | 0.43% | -2.7% |
| Q3 2021 | $677,000 | -4.8% | 4,404 | -4.2% | 0.45% | -8.8% |
| Q2 2021 | $711,000 | +5.2% | 4,595 | +0.0% | 0.49% | -3.2% |
| Q1 2021 | $676,000 | +3.2% | 4,593 | -0.9% | 0.50% | -7.3% |
| Q4 2020 | $655,000 | +9.9% | 4,636 | +0.1% | 0.54% | -3.9% |
| Q3 2020 | $596,000 | +9.8% | 4,633 | -0.1% | 0.57% | -0.9% |
| Q2 2020 | $543,000 | +11.7% | 4,638 | -1.3% | 0.57% | -3.1% |
| Q1 2020 | $486,000 | -51.8% | 4,701 | -41.9% | 0.59% | -38.7% |
| Q4 2019 | $1,009,000 | – | 8,096 | – | 0.96% | – |
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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% |