VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,376,198 | +201.4% | 86,087 | +211.9% | 0.01% | +180.0% |
| Q2 2023 | $4,437,804 | +95562.9% | 27,600 | -9.5% | 0.01% | -28.6% |
| Q1 2023 | $4,639 | -53.1% | 30,500 | -53.2% | 0.01% | -53.3% |
| Q4 2022 | $9,901 | -99.9% | 65,200 | +17.9% | 0.02% | +25.0% |
| Q3 2022 | $7,579,000 | +22.3% | 55,286 | +53.0% | 0.01% | +71.4% |
| Q4 2021 | $6,198,000 | -30.1% | 36,125 | -36.5% | 0.01% | -36.4% |
| Q3 2021 | $8,864,000 | -10.8% | 56,858 | -19.8% | 0.01% | -26.7% |
| Q4 2020 | $9,940,000 | +21.4% | 70,900 | +10.6% | 0.02% | -25.0% |
| Q3 2020 | $8,189,000 | +34.6% | 64,128 | +21.8% | 0.02% | +17.6% |
| Q2 2020 | $6,086,000 | +50.2% | 52,649 | +36.9% | 0.02% | +41.7% |
| Q1 2020 | $4,051,000 | +151.9% | 38,468 | +175.5% | 0.01% | +200.0% |
| Q2 2019 | $1,608,000 | -16.7% | 13,965 | -20.7% | 0.00% | -33.3% |
| Q1 2019 | $1,930,000 | +66.1% | 17,600 | +67.6% | 0.01% | +100.0% |
| Q3 2018 | $1,162,000 | -66.8% | 10,500 | -69.7% | 0.00% | -66.7% |
| Q2 2018 | $3,505,000 | 0.0% | 34,679 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $3,505,000 | +140.7% | 34,679 | +102.8% | 0.01% | +28.6% |
| Q4 2016 | $1,456,000 | +105.6% | 17,100 | +101.2% | 0.01% | +133.3% |
| Q3 2016 | $708,000 | – | 8,500 | – | 0.00% | – |
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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% |