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 | $431,732 | +2.3% | 2,765 | +7.5% | 0.31% | +4.4% |
| Q2 2023 | $422,230 | +10.6% | 2,571 | +4.4% | 0.30% | +1.7% |
| Q1 2023 | $381,795 | +0.1% | 2,463 | +0.4% | 0.29% | -1.0% |
| Q4 2022 | $381,325 | +20.3% | 2,454 | +4.8% | 0.29% | +6.1% |
| Q3 2022 | $317,000 | +12.8% | 2,342 | +21.2% | 0.28% | +20.4% |
| Q2 2022 | $281,000 | -8.5% | 1,932 | -1.9% | 0.23% | -4.6% |
| Q1 2022 | $307,000 | -2.8% | 1,970 | +0.5% | 0.24% | +1.3% |
| Q4 2021 | $316,000 | – | 1,961 | – | 0.24% | – |
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% |