VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,387,665 | -5.2% | 15,367 | -0.9% | 0.79% | -4.6% |
| Q2 2023 | $2,518,902 | +4.5% | 15,508 | -0.9% | 0.83% | -5.2% |
| Q1 2023 | $2,409,890 | -1.1% | 15,648 | -2.4% | 0.88% | -13.0% |
| Q4 2022 | $2,435,534 | +8.5% | 16,039 | -3.4% | 1.01% | -10.1% |
| Q3 2022 | $2,244,000 | -13.7% | 16,602 | -8.4% | 1.12% | -7.4% |
| Q2 2022 | $2,599,000 | -15.9% | 18,118 | -5.0% | 1.21% | -17.6% |
| Q1 2022 | $3,092,000 | -8.8% | 19,067 | -3.4% | 1.47% | -21.4% |
| Q4 2021 | $3,389,000 | – | 19,734 | – | 1.87% | – |
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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% |