VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,534 | -8.3% | 5,062 | -4.2% | 0.09% | -3.2% |
| Q2 2023 | $858,118 | +16.3% | 5,283 | +10.3% | 0.09% | +3.3% |
| Q1 2023 | $737,708 | -10.1% | 4,790 | -11.4% | 0.09% | -17.4% |
| Q4 2022 | $820,749 | -78.2% | 5,405 | -78.1% | 0.11% | -77.0% |
| Q3 2022 | $3,758,000 | +5.8% | 24,692 | -0.3% | 0.47% | +1.3% |
| Q2 2022 | $3,553,000 | -11.5% | 24,763 | 0.0% | 0.47% | -0.6% |
| Q1 2022 | $4,016,000 | -5.6% | 24,763 | 0.0% | 0.47% | +1.5% |
| Q4 2021 | $4,253,000 | +34.5% | 24,763 | +20.3% | 0.46% | +15.7% |
| Q3 2021 | $3,162,000 | -5.3% | 20,587 | 0.0% | 0.40% | -0.5% |
| Q2 2021 | $3,338,000 | +30.6% | 20,587 | +18.5% | 0.40% | +6.6% |
| Q1 2021 | $2,555,000 | +2.4% | 17,371 | -1.7% | 0.38% | -1.8% |
| Q4 2020 | $2,495,000 | +2.5% | 17,671 | 0.0% | 0.38% | -2.3% |
| Q3 2020 | $2,435,000 | +29.3% | 17,671 | +10.0% | 0.39% | +6.8% |
| Q2 2020 | $1,883,000 | – | 16,071 | – | 0.37% | – |
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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% |