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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,568,559 | +0.3% | 87,325 | +4.8% | 6.32% | -5.5% |
| Q2 2023 | $13,531,719 | +7.5% | 83,308 | +2.0% | 6.68% | -5.1% |
| Q1 2023 | $12,584,004 | +2.2% | 81,709 | +0.7% | 7.04% | -4.5% |
| Q4 2022 | $12,318,376 | +7.8% | 81,122 | -4.0% | 7.37% | +4.1% |
| Q3 2022 | $11,425,000 | -9.5% | 84,530 | -3.9% | 7.08% | -7.4% |
| Q2 2022 | $12,619,000 | -9.4% | 87,955 | +2.4% | 7.65% | +0.4% |
| Q1 2022 | $13,932,000 | -1.7% | 85,914 | +4.1% | 7.62% | -13.1% |
| Q4 2021 | $14,175,000 | +11.4% | 82,535 | -0.4% | 8.77% | -14.0% |
| Q3 2021 | $12,728,000 | -0.7% | 82,864 | +0.1% | 10.20% | -1.5% |
| Q2 2021 | $12,817,000 | +11.9% | 82,801 | +2.0% | 10.35% | -5.8% |
| Q4 2020 | $11,459,000 | – | 81,171 | – | 10.99% | – |
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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% |