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 | $158,798 | -4.3% | 1,022 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $166,003 | +5.5% | 1,022 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $157,398 | +1.4% | 1,022 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $155,191 | +12.5% | 1,022 | 0.0% | 0.04% | +9.8% |
| Q3 2022 | $138,000 | -6.1% | 1,022 | 0.0% | 0.04% | -6.8% |
| Q2 2022 | $147,000 | -11.4% | 1,022 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $166,000 | -5.7% | 1,022 | 0.0% | 0.04% | -4.3% |
| Q4 2021 | $176,000 | +12.1% | 1,022 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $157,000 | -0.6% | 1,022 | 0.0% | 0.05% | +4.5% |
| Q2 2021 | $158,000 | +5.3% | 1,022 | 0.0% | 0.04% | +7.3% |
| Q1 2021 | $150,000 | +4.2% | 1,022 | 0.0% | 0.04% | -4.7% |
| Q4 2020 | $144,000 | +10.8% | 1,022 | 0.0% | 0.04% | +2.4% |
| Q3 2020 | $130,000 | – | 1,022 | – | 0.04% | – |
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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% |