VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,202,097 | -5.0% | 7,736 | -0.7% | 0.15% | -1.3% |
Q2 2023 | $1,265,248 | +10.7% | 7,789 | +5.0% | 0.15% | +4.9% |
Q1 2023 | $1,142,985 | +33.8% | 7,421 | +17.4% | 0.14% | +16.3% |
Q3 2022 | $854,000 | -14.9% | 6,321 | -8.6% | 0.12% | -8.2% |
Q2 2022 | $1,004,000 | -9.0% | 6,916 | -0.4% | 0.13% | -0.7% |
Q1 2022 | $1,103,000 | -7.5% | 6,941 | 0.0% | 0.14% | -0.7% |
Q4 2021 | $1,192,000 | +12.0% | 6,941 | +0.2% | 0.14% | -4.9% |
Q3 2021 | $1,064,000 | -3.1% | 6,924 | +0.5% | 0.14% | -11.2% |
Q2 2021 | $1,098,000 | +8.4% | 6,887 | 0.0% | 0.16% | -1.8% |
Q1 2021 | $1,013,000 | +331.1% | 6,887 | +316.9% | 0.16% | +310.0% |
Q4 2020 | $235,000 | +10.3% | 1,652 | 0.0% | 0.04% | -7.0% |
Q3 2020 | $213,000 | +4.4% | 1,652 | +0.5% | 0.04% | +2.4% |
Q4 2019 | $204,000 | – | 1,644 | – | 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% |