VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,900,943 | +1.8% | 25,188 | +9.8% | 0.84% | +9.9% |
Q2 2023 | $3,830,638 | +8.0% | 22,945 | +1.1% | 0.76% | +2.7% |
Q1 2023 | $3,545,820 | +17.0% | 22,702 | +13.7% | 0.74% | +7.9% |
Q4 2022 | $3,031,044 | +6.2% | 19,961 | -1.0% | 0.69% | 0.0% |
Q3 2022 | $2,855,000 | -9.6% | 20,170 | -1.7% | 0.69% | -0.3% |
Q2 2022 | $3,157,000 | -0.1% | 20,524 | -0.1% | 0.69% | -1.7% |
Q1 2022 | $3,161,000 | +21.0% | 20,547 | +27.9% | 0.70% | +34.3% |
Q4 2021 | $2,613,000 | +6.8% | 16,069 | +8.0% | 0.52% | +8.5% |
Q3 2021 | $2,447,000 | +26.9% | 14,874 | +23.0% | 0.48% | +24.9% |
Q2 2021 | $1,928,000 | +13.9% | 12,093 | +9.9% | 0.38% | +9.1% |
Q1 2021 | $1,692,000 | +31.4% | 11,001 | +17.0% | 0.35% | +21.3% |
Q4 2020 | $1,288,000 | +74.8% | 9,400 | +65.3% | 0.29% | +62.6% |
Q3 2020 | $737,000 | +75.5% | 5,688 | +58.5% | 0.18% | +42.1% |
Q2 2020 | $420,000 | -55.6% | 3,588 | -70.2% | 0.13% | -65.9% |
Q2 2015 | $945,000 | -8.6% | 12,021 | -6.4% | 0.37% | -8.4% |
Q1 2015 | $1,034,000 | -6.4% | 12,844 | -5.6% | 0.40% | -7.6% |
Q4 2014 | $1,105,000 | +222.2% | 13,612 | +205.1% | 0.44% | +212.1% |
Q3 2014 | $343,000 | – | 4,462 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mosaic Advisors LLC | 290,859 | $42,780,000 | 36.23% |
Hubbell Strickland Wealth Management, LLC | 349,116 | $51,348,000 | 33.02% |
Paragon Capital Management Ltd | 408,291 | $60,051,000 | 31.14% |
360 Financial, Inc. | 311,080 | $45,754,000 | 25.75% |
ECLECTIC ASSOCIATES INC /ADV | 181,340 | $26,672,000 | 22.09% |
McCarthy Asset Management, Inc. | 145,176 | $21,352,000 | 16.70% |
Wechter Feldman Wealth Management, Inc. | 150,475 | $22,132,000 | 16.32% |
Berkshire Money Management, Inc. | 614,068 | $90,317,000 | 15.80% |
BT Wealth Management LLC | 300,534 | $44,202,000 | 14.71% |
JBJ Investment Partners, LLC | 442,166 | $65,034,000 | 14.22% |