VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 582 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2015. The put-call ratio across all filers is 0.68 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2016 | $404,000 | +4.7% | 4,970 | 0.0% | 0.33% | +1.2% |
Q4 2015 | $386,000 | +5.5% | 4,970 | 0.0% | 0.32% | -1.5% |
Q3 2015 | $366,000 | -2.7% | 4,970 | +3.8% | 0.33% | +6.8% |
Q2 2015 | $376,000 | -2.3% | 4,790 | 0.0% | 0.31% | -7.8% |
Q1 2015 | $385,000 | -1.0% | 4,790 | 0.0% | 0.33% | +0.6% |
Q4 2014 | $389,000 | +5.4% | 4,790 | 0.0% | 0.33% | +2.5% |
Q3 2014 | $369,000 | -1.1% | 4,790 | 0.0% | 0.32% | -0.9% |
Q2 2014 | $373,000 | +9.7% | 4,790 | +6.0% | 0.33% | +7.2% |
Q1 2014 | $340,000 | 0.0% | 4,520 | 0.0% | 0.30% | -3.5% |
Q4 2013 | $340,000 | – | 4,520 | – | 0.32% | – |
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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% |