VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,014 | -4.3% | 1,313 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $213,271 | +5.5% | 1,313 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $202,215 | -30.4% | 1,313 | -31.4% | 0.01% | -36.4% |
| Q4 2022 | $290,489 | -77.0% | 1,913 | -79.5% | 0.01% | -83.1% |
| Q3 2022 | $1,264,000 | -5.8% | 9,352 | 0.0% | 0.06% | -7.1% |
| Q2 2022 | $1,342,000 | +55.7% | 9,352 | +76.0% | 0.07% | +70.7% |
| Q1 2022 | $862,000 | +58.5% | 5,313 | +67.8% | 0.04% | +64.0% |
| Q4 2021 | $544,000 | +44.7% | 3,167 | +29.4% | 0.02% | +31.6% |
| Q3 2021 | $376,000 | +15.0% | 2,447 | +15.8% | 0.02% | +5.6% |
| Q2 2021 | $327,000 | +5.1% | 2,113 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $311,000 | +4.4% | 2,113 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $298,000 | – | 2,113 | – | 0.02% | – |
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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% |