VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,959,979 | -6.0% | 327,970 | -1.8% | 0.50% | -7.7% |
| Q2 2023 | $54,230,504 | +1.3% | 333,870 | -3.9% | 0.54% | -6.4% |
| Q1 2023 | $53,519,022 | -5.8% | 347,504 | -7.1% | 0.58% | +14.9% |
| Q4 2022 | $56,827,433 | -99.9% | 374,234 | -43.3% | 0.50% | +5.9% |
| Q3 2022 | $44,652,608,000 | +89087.5% | 660,072 | +89.2% | 0.48% | -7.4% |
| Q2 2022 | $50,066,000 | -0.7% | 348,965 | +12.3% | 0.52% | -1.9% |
| Q1 2022 | $50,396,000 | -13.9% | 310,780 | -8.9% | 0.52% | -11.5% |
| Q4 2021 | $58,562,000 | -36.3% | 340,973 | -43.0% | 0.59% | -35.5% |
| Q3 2021 | $91,922,000 | +86.6% | 598,452 | +88.1% | 0.92% | +64.4% |
| Q2 2021 | $49,251,000 | +8.1% | 318,177 | +2.8% | 0.56% | -3.3% |
| Q1 2021 | $45,542,000 | -58.6% | 309,644 | -60.5% | 0.58% | -54.7% |
| Q4 2020 | $110,042,000 | -99.8% | 784,890 | +99.2% | 1.28% | +34.7% |
| Q3 2020 | $50,722,000,000 | – | 393,991 | – | 0.95% | – |
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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% |