VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. 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 | $2,327,437 | -6.2% | 14,979 | -2.0% | 0.64% | -2.7% |
| Q2 2023 | $2,482,093 | +5.4% | 15,281 | -0.0% | 0.66% | +0.5% |
| Q1 2023 | $2,354,351 | +100384.5% | 15,287 | -0.9% | 0.65% | -1.1% |
| Q4 2022 | $2,343 | -99.9% | 15,432 | -2.5% | 0.66% | -0.2% |
| Q3 2022 | $2,140,000 | -9.4% | 15,832 | -3.8% | 0.66% | -2.4% |
| Q2 2022 | $2,361,000 | -19.6% | 16,457 | -13.8% | 0.68% | -42.6% |
| Q1 2022 | $2,937,000 | -7.7% | 19,092 | +3.1% | 1.18% | -2.1% |
| Q4 2021 | $3,181,000 | +7.6% | 18,520 | -3.7% | 1.21% | +43.7% |
| Q3 2021 | $2,955,000 | -0.3% | 19,235 | +0.4% | 0.84% | -0.9% |
| Q2 2021 | $2,965,000 | -11.4% | 19,153 | -15.9% | 0.85% | -16.7% |
| Q1 2021 | $3,348,000 | -8.9% | 22,761 | -12.5% | 1.02% | -15.3% |
| Q4 2020 | $3,674,000 | – | 26,021 | – | 1.20% | – |
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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% |