VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 545 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2015. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,077,133 | -3.6% | 6,932 | +0.8% | 1.33% | +5.3% |
Q2 2023 | $1,116,975 | +3.4% | 6,877 | -2.0% | 1.26% | -10.3% |
Q1 2023 | $1,080,481 | +9.3% | 7,016 | +7.8% | 1.41% | +0.3% |
Q4 2022 | $988,562 | +56.4% | 6,510 | +39.3% | 1.41% | +63.9% |
Q3 2022 | $632,000 | +6.6% | 4,674 | +13.1% | 0.86% | -11.5% |
Q2 2022 | $593,000 | -5.1% | 4,133 | +7.2% | 0.97% | +27.3% |
Q1 2022 | $625,000 | +11.6% | 3,856 | +18.2% | 0.76% | +63.9% |
Q4 2021 | $560,000 | +558.8% | 3,261 | +326.3% | 0.46% | +151.4% |
Q3 2018 | $85,000 | +9.0% | 765 | 0.0% | 0.18% | -0.5% |
Q2 2018 | $78,000 | +160.0% | 765 | +159.3% | 0.19% | +135.4% |
Q1 2018 | $30,000 | +20.0% | 295 | +20.4% | 0.08% | +33.9% |
Q4 2017 | $25,000 | -28.6% | 245 | -45.3% | 0.06% | +47.5% |
Q2 2015 | $35,000 | -2.8% | 448 | 0.0% | 0.04% | -7.0% |
Q1 2015 | $36,000 | 0.0% | 448 | 0.0% | 0.04% | +2.4% |
Q4 2014 | $36,000 | – | 448 | – | 0.04% | – |
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% |