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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $937,200 | +9.7% | 5,500 | 0.0% | 0.07% | 0.0% |
Q3 2023 | $854,590 | -4.3% | 5,500 | 0.0% | 0.07% | +1.4% |
Q2 2023 | $893,365 | +5.5% | 5,500 | 0.0% | 0.07% | -1.4% |
Q1 2023 | $847,055 | +1.4% | 5,500 | 0.0% | 0.07% | -2.6% |
Q4 2022 | $835,175 | +12.4% | 5,500 | 0.0% | 0.08% | -26.2% |
Q3 2022 | $743,000 | -5.8% | 5,500 | 0.0% | 0.10% | +1.0% |
Q2 2022 | $789,000 | -11.5% | 5,500 | 0.0% | 0.10% | +7.4% |
Q1 2022 | $892,000 | -5.6% | 5,500 | 0.0% | 0.10% | 0.0% |
Q4 2021 | $945,000 | +11.8% | 5,500 | 0.0% | 0.10% | +1.1% |
Q3 2021 | $845,000 | -0.7% | 5,500 | 0.0% | 0.09% | +1.1% |
Q2 2021 | $851,000 | +5.2% | 5,500 | 0.0% | 0.09% | -3.1% |
Q1 2021 | $809,000 | +4.3% | 5,500 | 0.0% | 0.10% | -2.0% |
Q4 2020 | $776,000 | +9.6% | 5,500 | 0.0% | 0.10% | +1.0% |
Q3 2020 | $708,000 | +9.9% | 5,500 | 0.0% | 0.10% | +3.2% |
Q2 2020 | $644,000 | +13.2% | 5,500 | 0.0% | 0.09% | -6.0% |
Q1 2020 | $569,000 | -17.1% | 5,500 | 0.0% | 0.10% | +4.2% |
Q4 2019 | $686,000 | +4.3% | 5,500 | 0.0% | 0.10% | -3.0% |
Q3 2019 | $658,000 | +3.9% | 5,500 | 0.0% | 0.10% | +6.5% |
Q2 2019 | $633,000 | +5.0% | 5,500 | 0.0% | 0.09% | +3.3% |
Q1 2019 | $603,000 | +11.9% | 5,500 | 0.0% | 0.09% | 0.0% |
Q4 2018 | $539,000 | -11.5% | 5,500 | 0.0% | 0.09% | +5.9% |
Q3 2018 | $609,000 | +8.9% | 5,500 | 0.0% | 0.08% | -2.3% |
Q2 2018 | $559,000 | +0.5% | 5,500 | 0.0% | 0.09% | -3.3% |
Q1 2018 | $556,000 | -0.9% | 5,500 | 0.0% | 0.09% | +3.4% |
Q4 2017 | $561,000 | +7.7% | 5,500 | 0.0% | 0.09% | +3.6% |
Q3 2017 | $521,000 | +2.2% | 5,500 | 0.0% | 0.08% | +2.4% |
Q2 2017 | $510,000 | +3.0% | 5,500 | 0.0% | 0.08% | 0.0% |
Q1 2017 | $495,000 | +5.8% | 5,500 | 0.0% | 0.08% | -3.5% |
Q4 2016 | $468,000 | -49.3% | 5,500 | -50.0% | 0.08% | -49.1% |
Q3 2016 | $923,000 | +0.8% | 11,000 | 0.0% | 0.17% | -11.2% |
Q2 2016 | $916,000 | +2.5% | 11,000 | 0.0% | 0.19% | +17.5% |
Q1 2016 | $894,000 | +4.6% | 11,000 | 0.0% | 0.16% | +15.1% |
Q4 2015 | $855,000 | +5.4% | 11,000 | 0.0% | 0.14% | +1.5% |
Q3 2015 | $811,000 | -6.1% | 11,000 | 0.0% | 0.14% | +7.0% |
Q2 2015 | $864,000 | -2.4% | 11,000 | 0.0% | 0.13% | -1.5% |
Q1 2015 | $885,000 | -0.9% | 11,000 | -0.0% | 0.13% | +0.8% |
Q4 2014 | $893,000 | +5.4% | 11,002 | 0.0% | 0.13% | +7.5% |
Q3 2014 | $847,000 | -1.7% | 11,002 | -0.5% | 0.12% | -6.2% |
Q2 2014 | $862,000 | +4.1% | 11,060 | +0.5% | 0.13% | -3.8% |
Q1 2014 | $828,000 | 0.0% | 11,000 | 0.0% | 0.13% | 0.0% |
Q4 2013 | $828,000 | +8.1% | 11,000 | 0.0% | 0.13% | -5.0% |
Q3 2013 | $766,000 | -41.3% | 11,000 | -44.2% | 0.14% | -45.7% |
Q2 2013 | $1,304,000 | – | 19,700 | – | 0.26% | – |
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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% |