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 | $328,380 | -4.0% | 2,113 | +0.3% | 0.03% | -2.9% |
| Q2 2023 | $342,054 | -9.0% | 2,106 | -13.8% | 0.04% | -14.6% |
| Q1 2023 | $376,081 | -30.4% | 2,442 | -31.4% | 0.04% | -31.7% |
| Q4 2022 | $540,693 | +71.6% | 3,561 | +52.8% | 0.06% | +62.2% |
| Q3 2022 | $315,000 | -16.7% | 2,330 | -11.6% | 0.04% | -15.9% |
| Q2 2022 | $378,000 | +17.8% | 2,635 | +32.9% | 0.04% | +37.5% |
| Q1 2022 | $321,000 | -5.3% | 1,983 | +0.5% | 0.03% | -3.0% |
| Q4 2021 | $339,000 | +14.9% | 1,974 | +2.7% | 0.03% | 0.0% |
| Q3 2021 | $295,000 | +12.2% | 1,923 | +3.1% | 0.03% | 0.0% |
| Q4 2020 | $263,000 | +10.0% | 1,866 | +0.4% | 0.03% | 0.0% |
| Q3 2020 | $239,000 | -43.4% | 1,858 | -64.6% | 0.03% | -2.9% |
| Q1 2015 | $422,000 | – | 5,250 | – | 0.03% | – |
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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% |