VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,182 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2020. The put-call ratio across all filers is 0.97 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,370 | -3.9% | 1,701 | +0.5% | 0.04% | -16.7% |
| Q2 2023 | $275,034 | +5.5% | 1,693 | 0.0% | 0.05% | -1.8% |
| Q1 2023 | $260,739 | +1.9% | 1,693 | +0.5% | 0.06% | +5.8% |
| Q4 2022 | $255,860 | +13.2% | 1,685 | +0.6% | 0.05% | +4.0% |
| Q3 2022 | $226,000 | -5.4% | 1,675 | +0.5% | 0.05% | -2.0% |
| Q2 2022 | $239,000 | -11.2% | 1,667 | +0.5% | 0.05% | +10.9% |
| Q1 2022 | $269,000 | -19.7% | 1,659 | -15.0% | 0.05% | -6.1% |
| Q4 2021 | $335,000 | +12.0% | 1,952 | +0.4% | 0.05% | +8.9% |
| Q3 2021 | $299,000 | -0.3% | 1,944 | +0.4% | 0.04% | 0.0% |
| Q2 2021 | $300,000 | +5.6% | 1,937 | +0.4% | 0.04% | -11.8% |
| Q1 2021 | $284,000 | +4.4% | 1,930 | +0.3% | 0.05% | +4.1% |
| Q4 2020 | $272,000 | +10.6% | 1,924 | +0.7% | 0.05% | -9.3% |
| Q3 2020 | $246,000 | +10.3% | 1,910 | +0.4% | 0.05% | +1.9% |
| Q2 2020 | $223,000 | – | 1,902 | – | 0.05% | – |
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% |