VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623,084 | -3.7% | 4,010 | +0.6% | 0.41% | -4.2% |
| Q2 2023 | $647,266 | +8.1% | 3,985 | +2.5% | 0.42% | -6.0% |
| Q1 2023 | $598,928 | -2.2% | 3,889 | -3.6% | 0.45% | -2.0% |
| Q4 2022 | $612,669 | -11.8% | 4,035 | -21.6% | 0.46% | -26.2% |
| Q3 2022 | $695,000 | -12.9% | 5,145 | -7.5% | 0.62% | +5.2% |
| Q2 2022 | $798,000 | -30.6% | 5,561 | -21.6% | 0.59% | -21.0% |
| Q1 2022 | $1,150,000 | +19.2% | 7,089 | +23.9% | 0.75% | +18.3% |
| Q4 2021 | $965,000 | +10.7% | 5,720 | +0.7% | 0.63% | +1.8% |
| Q3 2021 | $872,000 | +6.3% | 5,680 | +7.2% | 0.62% | +9.7% |
| Q2 2021 | $820,000 | +3.1% | 5,299 | -1.9% | 0.57% | -11.7% |
| Q1 2021 | $795,000 | – | 5,403 | – | 0.64% | – |
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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% |