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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $860,858 | -18.4% | 5,542 | -20.4% | 0.18% | -26.6% |
| Q4 2022 | $1,054,934 | +11.6% | 6,966 | -0.4% | 0.24% | -3.2% |
| Q3 2022 | $945,000 | -6.1% | 6,991 | -0.3% | 0.25% | +17.8% |
| Q2 2022 | $1,006,000 | -15.5% | 7,013 | -4.5% | 0.21% | +0.5% |
| Q1 2022 | $1,190,000 | +16.9% | 7,340 | +23.9% | 0.21% | +19.7% |
| Q4 2021 | $1,018,000 | -6.3% | 5,926 | -11.1% | 0.18% | -11.0% |
| Q3 2021 | $1,086,000 | – | 6,668 | – | 0.20% | – |
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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% |