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 | $4,198,495 | -11.1% | 27,021 | -7.1% | 1.80% | -4.0% |
Q2 2023 | $4,725,222 | -13.1% | 29,091 | -17.6% | 1.87% | -18.0% |
Q1 2023 | $5,436,765 | +0.5% | 35,301 | -0.9% | 2.28% | -6.8% |
Q4 2022 | $5,408,650 | +51.8% | 35,618 | +35.1% | 2.45% | +37.3% |
Q3 2022 | $3,563,000 | -22.9% | 26,359 | -18.2% | 1.78% | -18.6% |
Q2 2022 | $4,622,000 | +16.4% | 32,212 | +31.5% | 2.19% | +28.7% |
Q1 2022 | $3,972,000 | +9.2% | 24,495 | +15.6% | 1.70% | -10.0% |
Q4 2021 | $3,639,000 | +11.6% | 21,186 | -0.2% | 1.89% | +2.8% |
Q3 2021 | $3,261,000 | -2.2% | 21,233 | -1.4% | 1.84% | +0.7% |
Q2 2021 | $3,334,000 | +1.8% | 21,538 | -3.3% | 1.83% | -11.7% |
Q1 2021 | $3,275,000 | +3.5% | 22,269 | -0.6% | 2.07% | -2.5% |
Q4 2020 | $3,163,000 | +5.8% | 22,402 | -3.6% | 2.12% | -9.9% |
Q3 2020 | $2,989,000 | +9.5% | 23,234 | -0.2% | 2.36% | -0.2% |
Q2 2020 | $2,729,000 | -4.6% | 23,285 | -15.8% | 2.36% | -17.3% |
Q1 2020 | $2,860,000 | +72.9% | 27,662 | +108.4% | 2.85% | +95.3% |
Q4 2019 | $1,654,000 | – | 13,272 | – | 1.46% | – |
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% |