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 2023 | $7,532,512 | -3.4% | 48,478 | +0.9% | 0.84% | +0.1% |
| Q2 2023 | $7,800,213 | +2146.0% | 48,022 | +2029.6% | 0.84% | +2010.0% |
| Q1 2023 | $347,293 | +1.4% | 2,255 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $342,422 | +12.6% | 2,255 | +0.4% | 0.04% | +5.3% |
| Q3 2022 | $304,000 | -6.7% | 2,247 | -1.0% | 0.04% | -5.0% |
| Q2 2022 | $326,000 | -13.1% | 2,270 | -1.9% | 0.04% | -9.1% |
| Q1 2022 | $375,000 | +36.4% | 2,314 | +44.4% | 0.04% | +41.9% |
| Q4 2021 | $275,000 | +16.5% | 1,602 | +4.4% | 0.03% | +6.9% |
| Q3 2021 | $236,000 | -0.8% | 1,535 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $238,000 | +5.3% | 1,535 | 0.0% | 0.03% | -3.3% |
| Q1 2021 | $226,000 | +4.1% | 1,535 | 0.0% | 0.03% | -3.2% |
| Q4 2020 | $217,000 | – | 1,535 | – | 0.03% | – |
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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% |