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 | $1,889,586 | -4.4% | 12,161 | -0.1% | 0.72% | +0.4% |
| Q2 2023 | $1,976,851 | +1.3% | 12,170 | -3.9% | 0.71% | -4.5% |
| Q1 2023 | $1,951,227 | +0.6% | 12,669 | -0.8% | 0.75% | -5.8% |
| Q4 2022 | $1,938,955 | +13.3% | 12,769 | +0.8% | 0.79% | +2.5% |
| Q3 2022 | $1,712,000 | -7.5% | 12,664 | -1.8% | 0.78% | -7.0% |
| Q2 2022 | $1,850,000 | -13.5% | 12,891 | -2.3% | 0.83% | -4.0% |
| Q1 2022 | $2,139,000 | -13.3% | 13,189 | -8.2% | 0.87% | -20.6% |
| Q4 2021 | $2,467,000 | +1036.9% | 14,361 | +914.9% | 1.09% | +578.9% |
| Q3 2021 | $217,000 | -0.9% | 1,415 | 0.0% | 0.16% | +0.6% |
| Q2 2021 | $219,000 | +5.3% | 1,415 | 0.0% | 0.16% | -3.0% |
| Q1 2021 | $208,000 | – | 1,415 | – | 0.16% | – |
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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% |