VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,723 | -22.2% | 2,669 | -18.7% | 0.06% | -16.2% |
| Q2 2023 | $532,947 | +2.6% | 3,281 | -2.7% | 0.07% | -3.9% |
| Q1 2023 | $519,336 | +1.4% | 3,372 | 0.0% | 0.08% | -3.8% |
| Q4 2022 | $512,052 | +12.5% | 3,372 | +0.1% | 0.08% | +2.6% |
| Q3 2022 | $455,000 | -5.8% | 3,367 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $483,000 | -23.9% | 3,367 | -14.0% | 0.08% | -3.7% |
| Q1 2022 | $635,000 | -9.9% | 3,917 | -4.5% | 0.08% | -7.9% |
| Q4 2021 | $705,000 | +11.9% | 4,102 | 0.0% | 0.09% | -2.2% |
| Q3 2021 | $630,000 | -0.8% | 4,102 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $635,000 | – | 4,102 | – | 0.09% | – |
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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% |