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 | $698,261 | -3.3% | 4,494 | +1.1% | 0.43% | -1.2% |
| Q2 2023 | $721,799 | +2.8% | 4,444 | -2.5% | 0.43% | -3.3% |
| Q1 2023 | $702,360 | +1.8% | 4,560 | +0.3% | 0.45% | -4.9% |
| Q4 2022 | $690,176 | +11.7% | 4,545 | -0.5% | 0.47% | -2.3% |
| Q3 2022 | $618,000 | -5.1% | 4,570 | +0.7% | 0.48% | +3.0% |
| Q2 2022 | $651,000 | -17.4% | 4,540 | -6.6% | 0.47% | -6.2% |
| Q1 2022 | $788,000 | -23.3% | 4,859 | -18.9% | 0.50% | -21.0% |
| Q4 2021 | $1,028,000 | +7.3% | 5,988 | +3.6% | 0.63% | +1.1% |
| Q3 2021 | $958,000 | – | 5,781 | – | 0.63% | – |
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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% |