VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,575 | +1.7% | 3,685 | +6.3% | 0.16% | +6.7% |
| Q2 2023 | $562,820 | +5.5% | 3,465 | 0.0% | 0.15% | +0.7% |
| Q1 2023 | $533,645 | +1.4% | 3,465 | 0.0% | 0.15% | -2.0% |
| Q4 2022 | $526,160 | +12.4% | 3,465 | 0.0% | 0.15% | -0.7% |
| Q3 2022 | $468,000 | +444.2% | 3,465 | +478.5% | 0.15% | +488.5% |
| Q2 2022 | $86,000 | -11.3% | 599 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $97,000 | -5.8% | 599 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $103,000 | -27.5% | 599 | -37.9% | 0.02% | -37.5% |
| Q1 2021 | $142,000 | +517.4% | 965 | +436.1% | 0.04% | +400.0% |
| Q3 2020 | $23,000 | +4.5% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | +10.0% | 180 | -14.7% | 0.01% | -11.1% |
| Q3 2017 | $20,000 | +122.2% | 211 | +113.1% | 0.01% | +125.0% |
| Q2 2017 | $9,000 | – | 99 | – | 0.00% | – |
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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% |