VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,818,257 | -4.4% | 11,702 | -0.1% | 1.17% | +8.5% |
| Q2 2023 | $1,901,893 | +4.1% | 11,709 | -1.3% | 1.08% | -0.8% |
| Q1 2023 | $1,827,021 | +5.0% | 11,863 | +3.5% | 1.08% | +3.7% |
| Q4 2022 | $1,739,745 | +14.4% | 11,457 | +1.8% | 1.04% | +3.3% |
| Q3 2022 | $1,521,000 | -3.1% | 11,253 | +2.8% | 1.01% | -2.0% |
| Q2 2022 | $1,570,000 | -8.0% | 10,945 | +4.0% | 1.03% | +3.4% |
| Q1 2022 | $1,706,000 | +0.4% | 10,519 | +6.3% | 1.00% | +4.0% |
| Q4 2021 | $1,699,000 | +9.7% | 9,893 | -1.9% | 0.96% | -2.8% |
| Q3 2021 | $1,549,000 | +0.5% | 10,087 | +1.3% | 0.99% | -0.6% |
| Q2 2021 | $1,542,000 | – | 9,960 | – | 1.00% | – |
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% |