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 | $15,044,831 | -1.1% | 96,826 | +3.3% | 10.82% | +0.7% |
| Q2 2023 | $15,218,886 | +3.6% | 93,695 | -1.8% | 10.74% | -4.1% |
| Q1 2023 | $14,691,021 | +19.3% | 95,390 | +17.6% | 11.20% | +1.3% |
| Q4 2022 | $12,319,142 | -99.9% | 81,127 | +4.2% | 11.06% | -0.9% |
| Q3 2022 | $10,528,024,000 | +7.3% | 77,893 | +13.9% | 11.16% | +4.1% |
| Q2 2022 | $9,811,203,000 | +88624.9% | 68,385 | +0.3% | 10.72% | -4.6% |
| Q1 2022 | $11,058,000 | -7.8% | 68,193 | -2.3% | 11.23% | -3.0% |
| Q4 2021 | $11,987,000 | – | 69,793 | – | 11.57% | – |
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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% |