VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $196,394 | -3.2% | 1,264 | +3.5% | 0.10% | +3.2% |
| Q2 2023 | $202,986 | +85.9% | 1,221 | +72.2% | 0.10% | +72.7% |
| Q1 2023 | $109,192 | +14.7% | 709 | +13.1% | 0.06% | +12.2% |
| Q4 2022 | $95,209 | +12.0% | 627 | 0.0% | 0.05% | +2.1% |
| Q3 2022 | $85,000 | -5.6% | 627 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $90,000 | -11.8% | 627 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $102,000 | -5.6% | 627 | 0.0% | 0.05% | -7.7% |
| Q4 2021 | $108,000 | +4.9% | 627 | 0.0% | 0.05% | +6.1% |
| Q3 2021 | $103,000 | +6.2% | 627 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $97,000 | +5.4% | 627 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $92,000 | +7.0% | 627 | 0.0% | 0.05% | -5.8% |
| Q4 2020 | $86,000 | +6.2% | 627 | 0.0% | 0.05% | -1.9% |
| Q3 2020 | $81,000 | +5.2% | 627 | 0.0% | 0.05% | +3.9% |
| Q2 2020 | $77,000 | +18.5% | 627 | 0.0% | 0.05% | -3.8% |
| Q1 2020 | $65,000 | -17.7% | 627 | 0.0% | 0.05% | +1.9% |
| Q4 2019 | $79,000 | – | 627 | – | 0.05% | – |
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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% |