VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $3,240,000 | +9.1% | 27,111 | +5.2% | 0.88% | -1.3% |
| Q2 2019 | $2,969,000 | +29.8% | 25,779 | +23.5% | 0.90% | +25.4% |
| Q1 2019 | $2,288,000 | +21.3% | 20,868 | +8.3% | 0.71% | +17.0% |
| Q4 2018 | $1,887,000 | -10.0% | 19,269 | +1.7% | 0.61% | -18.0% |
| Q3 2018 | $2,097,000 | +12.9% | 18,943 | +3.6% | 0.74% | +8.1% |
| Q2 2018 | $1,858,000 | +12.0% | 18,288 | +11.4% | 0.69% | +13.3% |
| Q1 2018 | $1,659,000 | +12.2% | 16,421 | +13.4% | 0.61% | +11.6% |
| Q4 2017 | $1,478,000 | +12.7% | 14,482 | +4.6% | 0.54% | +10.1% |
| Q3 2017 | $1,312,000 | +15.0% | 13,839 | +12.4% | 0.49% | +10.0% |
| Q2 2017 | $1,141,000 | +18.7% | 12,317 | +15.2% | 0.45% | +16.3% |
| Q1 2017 | $961,000 | – | 10,689 | – | 0.39% | – |
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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% |