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 | $405,387 | -4.3% | 2,609 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $423,780 | +2.7% | 2,609 | -2.6% | 0.03% | 0.0% |
| Q1 2023 | $412,593 | -1.2% | 2,679 | -2.5% | 0.03% | -8.6% |
| Q4 2022 | $417,436 | +12.2% | 2,749 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $372,000 | +7.5% | 2,749 | +14.1% | 0.04% | +12.9% |
| Q2 2022 | $346,000 | -52.0% | 2,409 | -45.8% | 0.03% | -44.6% |
| Q1 2022 | $721,000 | +63.5% | 4,445 | +73.3% | 0.06% | +69.7% |
| Q4 2021 | $441,000 | +17.9% | 2,565 | +5.3% | 0.03% | +6.5% |
| Q3 2021 | $374,000 | +67.0% | 2,436 | +68.0% | 0.03% | +63.2% |
| Q2 2021 | $224,000 | +5.2% | 1,450 | 0.0% | 0.02% | +5.6% |
| Q1 2021 | $213,000 | +3.9% | 1,450 | 0.0% | 0.02% | -33.3% |
| Q4 2020 | $205,000 | -20.5% | 1,450 | -30.0% | 0.03% | -55.0% |
| Q4 2019 | $258,000 | +4.0% | 2,072 | 0.0% | 0.06% | -4.8% |
| Q3 2019 | $248,000 | +3.8% | 2,072 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $239,000 | +62.6% | 2,072 | +42.9% | 0.06% | +33.3% |
| Q1 2018 | $147,000 | – | 1,450 | – | 0.05% | – |
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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% |