VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,986 | -4.3% | 3,900 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $633,481 | +5.5% | 3,900 | 0.0% | 0.04% | +2.6% |
| Q1 2023 | $600,643 | +1.4% | 3,900 | 0.0% | 0.04% | -4.9% |
| Q4 2022 | $592,219 | +92.3% | 3,900 | +71.1% | 0.04% | +86.4% |
| Q3 2022 | $308,000 | +40.0% | 2,280 | +48.3% | 0.02% | +46.7% |
| Q2 2022 | $220,000 | -11.6% | 1,537 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $249,000 | -5.3% | 1,537 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $263,000 | +11.4% | 1,537 | 0.0% | 0.02% | +6.2% |
| Q3 2021 | $236,000 | -0.4% | 1,537 | +0.3% | 0.02% | 0.0% |
| Q2 2021 | $237,000 | +5.8% | 1,533 | +0.3% | 0.02% | +100.0% |
| Q1 2021 | $224,000 | -16.7% | 1,529 | -19.8% | 0.01% | -27.3% |
| Q4 2020 | $269,000 | +10.2% | 1,907 | +0.4% | 0.01% | 0.0% |
| Q3 2020 | $244,000 | +9.9% | 1,900 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $222,000 | -10.5% | 1,896 | -4.8% | 0.01% | -8.3% |
| Q4 2019 | $248,000 | – | 1,992 | – | 0.01% | – |
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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% |