VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,716 | -4.3% | 1,620 | 0.0% | 0.19% | 0.0% |
| Q2 2023 | $263,137 | +8.8% | 1,620 | +3.2% | 0.19% | +5.1% |
| Q1 2023 | $241,796 | +1.4% | 1,570 | 0.0% | 0.18% | -2.2% |
| Q4 2022 | $238,405 | +15.2% | 1,570 | +9.0% | 0.18% | +17.4% |
| Q2 2022 | $207,000 | -17.2% | 1,440 | -6.5% | 0.16% | 0.0% |
| Q1 2022 | $250,000 | -5.3% | 1,540 | 0.0% | 0.16% | +3.3% |
| Q4 2021 | $264,000 | +11.4% | 1,540 | 0.0% | 0.15% | -0.7% |
| Q3 2021 | $237,000 | -0.4% | 1,540 | 0.0% | 0.15% | -0.7% |
| Q2 2021 | $238,000 | +4.8% | 1,540 | 0.0% | 0.15% | -1.3% |
| Q1 2021 | $227,000 | -17.2% | 1,540 | -20.6% | 0.15% | -21.8% |
| Q4 2020 | $274,000 | +9.6% | 1,940 | 0.0% | 0.20% | +3.1% |
| Q3 2020 | $250,000 | +18.5% | 1,940 | +7.8% | 0.19% | +11.0% |
| Q2 2020 | $211,000 | -5.8% | 1,800 | 0.0% | 0.17% | +9.6% |
| Q4 2019 | $224,000 | +4.2% | 1,800 | 0.0% | 0.16% | -1.3% |
| Q3 2019 | $215,000 | +3.9% | 1,800 | 0.0% | 0.16% | +1.9% |
| Q2 2019 | $207,000 | – | 1,800 | – | 0.16% | – |
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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% |