VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,730 | -4.5% | 36,880 | -0.1% | 0.11% | -0.9% |
| Q2 2023 | $5,998 | -3.6% | 36,930 | -8.4% | 0.11% | -9.3% |
| Q1 2023 | $6,221 | +2.3% | 40,324 | +0.7% | 0.12% | -1.7% |
| Q4 2022 | $6,079 | -99.9% | 40,039 | +10.6% | 0.12% | +20.0% |
| Q3 2022 | $4,895,000 | -6.3% | 36,215 | -0.6% | 0.10% | -16.0% |
| Q2 2022 | $5,226,000 | -20.0% | 36,424 | -8.9% | 0.12% | -7.0% |
| Q1 2022 | $6,529,000 | -22.4% | 39,983 | -18.4% | 0.13% | -19.5% |
| Q4 2021 | $8,417,000 | +28.9% | 49,018 | +15.3% | 0.16% | +17.8% |
| Q3 2021 | $6,529,000 | +139.2% | 42,499 | +141.1% | 0.14% | +107.7% |
| Q2 2021 | $2,729,000 | -23.4% | 17,630 | -27.2% | 0.06% | -29.3% |
| Q1 2021 | $3,562,000 | +22.1% | 24,217 | +17.1% | 0.09% | +5.7% |
| Q4 2020 | $2,918,000 | +572.4% | 20,672 | +513.4% | 0.09% | +443.8% |
| Q3 2020 | $434,000 | +9.9% | 3,370 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $395,000 | +9.4% | 3,370 | -3.4% | 0.02% | -5.9% |
| Q1 2020 | $361,000 | -37.3% | 3,490 | -24.5% | 0.02% | -26.1% |
| Q4 2019 | $576,000 | +4.3% | 4,620 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $552,000 | +156.7% | 4,620 | +147.1% | 0.02% | +166.7% |
| Q2 2019 | $215,000 | +4.9% | 1,870 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $205,000 | -1.0% | 1,870 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $207,000 | – | 1,870 | – | 0.01% | – |
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% |