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 | $210,363 | +23.7% | 1,353 | +29.2% | 5.39% | +25.6% |
| Q2 2023 | $170,121 | +5.5% | 1,047 | 0.0% | 4.29% | +3.9% |
| Q1 2023 | $161,303 | +1.8% | 1,047 | +0.4% | 4.13% | +0.2% |
| Q4 2022 | $158,490 | -99.9% | 1,043 | +0.3% | 4.12% | +4.3% |
| Q3 2022 | $141,000,000 | -5.4% | 1,040 | +0.4% | 3.96% | -5.3% |
| Q2 2022 | $149,000,000 | -10.8% | 1,036 | +0.4% | 4.18% | +4.1% |
| Q1 2022 | $167,000,000 | -5.6% | 1,032 | +0.3% | 4.01% | -0.7% |
| Q4 2021 | $177,000,000 | +12.0% | 1,029 | +0.3% | 4.04% | +11.1% |
| Q3 2021 | $158,000,000 | +105233.3% | 1,026 | +0.6% | 3.64% | +11.7% |
| Q1 2021 | $150,000 | +4.2% | 1,020 | +0.3% | 3.26% | -3.2% |
| Q4 2020 | $144,000 | -8.9% | 1,017 | -0.6% | 3.36% | +4.5% |
| Q2 2019 | $158,000 | – | 1,023 | – | 3.22% | – |
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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% |