VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401 | -85.6% | 2,582 | -86.0% | 0.00% | -100.0% |
| Q4 2022 | $2,793 | -99.8% | 18,396 | +90.8% | 0.00% | +200.0% |
| Q3 2021 | $1,501,000 | +1.6% | 9,644 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $1,477,000 | -35.0% | 9,544 | -46.0% | 0.00% | -66.7% |
| Q3 2020 | $2,273,000 | +58.6% | 17,673 | +44.5% | 0.00% | +50.0% |
| Q2 2020 | $1,433,000 | +43.6% | 12,231 | +26.6% | 0.00% | 0.0% |
| Q1 2020 | $998,000 | -59.0% | 9,658 | -50.6% | 0.00% | -60.0% |
| Q4 2019 | $2,437,000 | +186.7% | 19,551 | +154.5% | 0.01% | +66.7% |
| Q3 2018 | $850,000 | +100.9% | 7,683 | +72.1% | 0.00% | -82.4% |
| Q3 2017 | $423,000 | +5187.5% | 4,463 | +4751.1% | 0.02% | – |
| Q2 2017 | $8,000 | – | 92 | +4500.0% | 0.00% | – |
| Q4 2016 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q4 2015 | $106,000 | +307.7% | 1,372 | +284.3% | 0.01% | +300.0% |
| Q3 2015 | $26,000 | +85.7% | 357 | +95.1% | 0.00% | +100.0% |
| Q2 2015 | $14,000 | – | 183 | – | 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% |