VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. 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 | $1,216,491 | -4.2% | 7,829 | +0.2% | 1.26% | +5.3% |
| Q2 2023 | $1,269,335 | +5.6% | 7,815 | +0.1% | 1.20% | -4.7% |
| Q1 2023 | $1,202,318 | +4.1% | 7,807 | +2.7% | 1.26% | -1.5% |
| Q4 2022 | $1,154,761 | +11.6% | 7,605 | -0.7% | 1.28% | +9.8% |
| Q3 2022 | $1,035,000 | -5.7% | 7,660 | +0.2% | 1.16% | +3.3% |
| Q2 2022 | $1,097,000 | -11.3% | 7,645 | +0.2% | 1.13% | +4.5% |
| Q1 2022 | $1,237,000 | +4.6% | 7,628 | +10.7% | 1.08% | +10.9% |
| Q4 2021 | $1,183,000 | – | 6,890 | – | 0.97% | – |
Download | ||||||
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% |