VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,293 | -4.7% | 2,010 | -0.3% | 0.09% | -6.2% |
| Q2 2023 | $327,563 | +5.5% | 2,017 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $310,583 | -2.4% | 2,017 | -3.8% | 0.10% | -10.2% |
| Q4 2022 | $318,372 | +13.3% | 2,097 | +1.0% | 0.11% | +3.8% |
| Q3 2022 | $281,000 | -5.7% | 2,076 | +0.0% | 0.10% | +2.0% |
| Q2 2022 | $298,000 | -11.3% | 2,075 | +0.0% | 0.10% | +2.0% |
| Q1 2022 | $336,000 | -5.6% | 2,074 | +0.1% | 0.10% | +2.0% |
| Q4 2021 | $356,000 | +6.6% | 2,072 | -4.6% | 0.10% | +22.5% |
| Q3 2021 | $334,000 | -0.6% | 2,171 | +0.0% | 0.08% | +3.9% |
| Q2 2021 | $336,000 | +5.3% | 2,170 | +0.1% | 0.08% | -1.3% |
| Q1 2021 | $319,000 | +23.2% | 2,168 | +18.1% | 0.08% | +14.7% |
| Q4 2020 | $259,000 | +9.7% | 1,835 | +0.2% | 0.07% | -2.9% |
| Q3 2020 | $236,000 | -1.3% | 1,831 | -10.1% | 0.07% | -10.3% |
| Q2 2020 | $239,000 | -9.5% | 2,036 | -20.3% | 0.08% | -22.0% |
| Q1 2020 | $264,000 | -1.5% | 2,553 | +18.7% | 0.10% | +6.4% |
| Q4 2019 | $268,000 | +22.4% | 2,150 | +8.5% | 0.09% | +25.3% |
| Q3 2018 | $219,000 | – | 1,981 | – | 0.08% | – |
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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% |