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 | $233,847 | -4.3% | 1,505 | 0.0% | 0.19% | -1.6% |
| Q2 2023 | $244,457 | +5.5% | 1,505 | 0.0% | 0.19% | -3.0% |
| Q1 2023 | $231,785 | +1.4% | 1,505 | 0.0% | 0.20% | -6.2% |
| Q4 2022 | $228,534 | +12.6% | 1,505 | 0.0% | 0.21% | -31.5% |
| Q3 2022 | $203,000 | -6.0% | 1,505 | 0.0% | 0.31% | +11.2% |
| Q2 2022 | $216,000 | -11.5% | 1,505 | 0.0% | 0.28% | +9.9% |
| Q1 2022 | $244,000 | -5.4% | 1,505 | 0.0% | 0.25% | +12.0% |
| Q4 2021 | $258,000 | – | 1,505 | – | 0.22% | – |
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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% |