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 | $210,229 | -8.5% | 1,353 | -4.4% | 0.10% | -4.9% |
| Q2 2023 | $229,838 | +5.5% | 1,415 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $217,924 | -28.3% | 1,415 | -29.3% | 0.10% | -30.8% |
| Q4 2022 | $304,004 | +23.6% | 2,002 | +9.9% | 0.15% | +11.5% |
| Q3 2022 | $246,000 | -5.7% | 1,821 | 0.0% | 0.13% | -1.5% |
| Q2 2022 | $261,000 | -11.5% | 1,821 | 0.0% | 0.13% | -1.5% |
| Q1 2022 | $295,000 | -5.8% | 1,821 | 0.0% | 0.14% | -7.5% |
| Q4 2021 | $313,000 | +11.8% | 1,821 | 0.0% | 0.15% | -0.7% |
| Q3 2021 | $280,000 | -3.4% | 1,821 | -2.7% | 0.15% | -3.9% |
| Q2 2021 | $290,000 | +5.5% | 1,871 | 0.0% | 0.15% | -5.0% |
| Q1 2021 | $275,000 | +7.0% | 1,871 | +2.7% | 0.16% | +5.2% |
| Q4 2020 | $257,000 | – | 1,821 | – | 0.15% | – |
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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% |