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 | $586,560 | -4.3% | 3,775 | 0.0% | 0.24% | +1.7% |
| Q2 2023 | $613,173 | +5.5% | 3,775 | 0.0% | 0.23% | +2.2% |
| Q1 2023 | $581,388 | +1.4% | 3,775 | 0.0% | 0.23% | -4.2% |
| Q4 2022 | $573,234 | +12.4% | 3,775 | 0.0% | 0.24% | -0.8% |
| Q3 2022 | $510,000 | -5.9% | 3,775 | 0.0% | 0.24% | +1.3% |
| Q2 2022 | $542,000 | -11.4% | 3,775 | 0.0% | 0.24% | +4.4% |
| Q1 2022 | $612,000 | -12.2% | 3,775 | -7.0% | 0.23% | -9.6% |
| Q4 2021 | $697,000 | +11.9% | 4,058 | 0.0% | 0.25% | +4.6% |
| Q3 2021 | $623,000 | -0.8% | 4,058 | 0.0% | 0.24% | +1.3% |
| Q2 2021 | $628,000 | +5.2% | 4,058 | 0.0% | 0.24% | 0.0% |
| Q1 2021 | $597,000 | +0.7% | 4,058 | -3.4% | 0.24% | -9.6% |
| Q4 2020 | $593,000 | +187.9% | 4,200 | +162.5% | 0.26% | +137.3% |
| Q3 2020 | $206,000 | – | 1,600 | – | 0.11% | – |
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% |