VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,211 | -15.0% | 3,849 | -11.2% | 0.08% | -13.3% |
| Q2 2023 | $704,074 | +3.1% | 4,334 | -2.2% | 0.10% | -1.0% |
| Q1 2023 | $682,669 | -6.6% | 4,432 | -7.9% | 0.10% | -13.2% |
| Q4 2022 | $731,183 | +32.2% | 4,814 | +17.8% | 0.11% | +14.0% |
| Q3 2022 | $553,000 | +2.6% | 4,088 | +8.8% | 0.10% | +6.4% |
| Q2 2022 | $539,000 | -11.9% | 3,757 | -9.7% | 0.09% | -19.0% |
| Q1 2022 | $612,000 | +5.9% | 4,161 | +23.8% | 0.12% | +33.3% |
| Q4 2021 | $578,000 | +11.6% | 3,361 | -0.2% | 0.09% | +3.6% |
| Q3 2021 | $518,000 | -3.7% | 3,368 | -3.4% | 0.08% | -6.7% |
| Q2 2021 | $538,000 | -12.7% | 3,485 | -16.2% | 0.09% | -21.7% |
| Q1 2021 | $616,000 | -18.9% | 4,161 | -23.0% | 0.12% | -28.1% |
| Q4 2020 | $760,000 | -1.6% | 5,405 | -9.9% | 0.16% | -26.6% |
| Q3 2020 | $772,000 | -4.5% | 6,002 | -12.9% | 0.22% | -13.1% |
| Q2 2020 | $808,000 | -5.7% | 6,892 | -0.1% | 0.25% | -9.7% |
| Q4 2019 | $857,000 | – | 6,901 | – | 0.28% | – |
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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% |