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 2022 | $366,000 | +55.7% | 2,708 | +65.6% | 0.02% | +54.5% |
| Q2 2022 | $235,000 | -11.3% | 1,635 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $265,000 | -5.7% | 1,635 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $281,000 | -22.6% | 1,635 | -30.7% | 0.01% | -30.0% |
| Q3 2021 | $363,000 | -0.5% | 2,361 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $365,000 | +4.3% | 2,361 | -0.6% | 0.02% | -12.5% |
| Q1 2021 | $350,000 | +4.5% | 2,376 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $335,000 | +8.4% | 2,376 | -1.1% | 0.02% | -4.0% |
| Q3 2020 | $309,000 | +35.5% | 2,402 | +9.0% | 0.02% | +13.6% |
| Q1 2020 | $228,000 | -30.1% | 2,203 | -15.7% | 0.02% | -12.0% |
| Q4 2019 | $326,000 | +39.9% | 2,613 | +34.1% | 0.02% | +31.6% |
| Q3 2019 | $233,000 | +3.1% | 1,948 | -0.6% | 0.02% | 0.0% |
| Q2 2019 | $226,000 | -23.6% | 1,960 | -27.3% | 0.02% | -32.1% |
| Q1 2019 | $296,000 | -33.3% | 2,697 | -34.4% | 0.03% | -39.1% |
| Q4 2018 | $444,000 | -2.4% | 4,110 | 0.0% | 0.05% | +15.0% |
| Q3 2018 | $455,000 | +8.9% | 4,110 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $418,000 | +10.6% | 4,110 | +9.8% | 0.04% | +11.4% |
| Q1 2018 | $378,000 | -1.0% | 3,743 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $382,000 | +7.6% | 3,743 | 0.0% | 0.04% | -2.8% |
| Q3 2017 | $355,000 | +2.3% | 3,743 | 0.0% | 0.04% | -2.7% |
| Q2 2017 | $347,000 | 0.0% | 3,743 | -2.9% | 0.04% | 0.0% |
| Q1 2017 | $347,000 | +11.6% | 3,853 | +5.5% | 0.04% | +5.7% |
| Q4 2016 | $311,000 | +1.3% | 3,653 | 0.0% | 0.04% | -2.8% |
| Q3 2016 | $307,000 | +1.0% | 3,653 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $304,000 | +2.4% | 3,653 | 0.0% | 0.04% | -2.7% |
| Q1 2016 | $297,000 | +4.6% | 3,653 | 0.0% | 0.04% | +2.8% |
| Q4 2015 | $284,000 | +5.6% | 3,653 | 0.0% | 0.04% | -2.7% |
| Q3 2015 | $269,000 | -6.3% | 3,653 | 0.0% | 0.04% | +2.8% |
| Q2 2015 | $287,000 | +22.1% | 3,653 | +24.9% | 0.04% | +24.1% |
| Q1 2015 | $235,000 | -0.8% | 2,924 | 0.0% | 0.03% | -3.3% |
| Q4 2014 | $237,000 | -6.7% | 2,924 | -11.5% | 0.03% | -9.1% |
| Q3 2014 | $254,000 | +12.4% | 3,303 | +13.7% | 0.03% | +13.8% |
| Q2 2014 | $226,000 | -29.4% | 2,904 | -31.6% | 0.03% | -31.0% |
| Q1 2014 | $320,000 | – | 4,247 | – | 0.04% | – |
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% |