VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 545 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2015. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $903,707 | -8.0% | 5,816 | -3.8% | 0.16% | -1.8% |
| Q2 2023 | $982,444 | +9.4% | 6,048 | +3.7% | 0.17% | -3.5% |
| Q1 2023 | $898,404 | +6.5% | 5,833 | +5.0% | 0.17% | -2.8% |
| Q4 2022 | $843,465 | +14.8% | 5,555 | +2.1% | 0.18% | +7.3% |
| Q3 2022 | $735,000 | -17.8% | 5,441 | -12.7% | 0.16% | -6.2% |
| Q2 2022 | $894,000 | -12.4% | 6,229 | -1.0% | 0.18% | +6.7% |
| Q1 2022 | $1,020,000 | -6.4% | 6,291 | -0.9% | 0.16% | -7.3% |
| Q4 2021 | $1,090,000 | +6.9% | 6,347 | -4.4% | 0.18% | -0.6% |
| Q3 2021 | $1,020,000 | +2.6% | 6,639 | +3.4% | 0.18% | +2.3% |
| Q2 2021 | $994,000 | +5.3% | 6,421 | +0.1% | 0.18% | -2.2% |
| Q1 2021 | $944,000 | +4.2% | 6,417 | +0.0% | 0.18% | -0.6% |
| Q4 2020 | $906,000 | +15.4% | 6,415 | +5.2% | 0.18% | +0.6% |
| Q3 2020 | $785,000 | +13.1% | 6,098 | +2.9% | 0.18% | +5.3% |
| Q2 2020 | $694,000 | +23.5% | 5,926 | +9.1% | 0.17% | -1.7% |
| Q1 2020 | $562,000 | -5.5% | 5,432 | +13.7% | 0.17% | +29.1% |
| Q4 2019 | $595,000 | 0.0% | 4,777 | -4.0% | 0.13% | -10.7% |
| Q3 2019 | $595,000 | +3.5% | 4,975 | -0.3% | 0.15% | +18.1% |
| Q2 2019 | $575,000 | +23.9% | 4,990 | +18.0% | 0.13% | +25.7% |
| Q1 2019 | $464,000 | -64.3% | 4,230 | -63.8% | 0.10% | -76.9% |
| Q3 2018 | $1,298,000 | -25.1% | 11,694 | -31.5% | 0.44% | -20.7% |
| Q2 2018 | $1,733,000 | +31.5% | 17,074 | +30.2% | 0.55% | +42.3% |
| Q1 2018 | $1,318,000 | -44.9% | 13,112 | -43.3% | 0.39% | -29.7% |
| Q4 2017 | $2,390,000 | +13.3% | 23,106 | +3.9% | 0.55% | -19.5% |
| Q3 2017 | $2,109,000 | +2.2% | 22,235 | -0.2% | 0.69% | +20.8% |
| Q2 2017 | $2,063,000 | +491.1% | 22,286 | +397.1% | 0.57% | +9.0% |
| Q4 2015 | $349,000 | +2.0% | 4,483 | -3.3% | 0.52% | -19.8% |
| Q3 2015 | $342,000 | -83.3% | 4,637 | -82.2% | 0.65% | -75.3% |
| Q2 2015 | $2,042,000 | -17.8% | 25,985 | -15.8% | 2.64% | -3.4% |
| Q1 2015 | $2,484,000 | -11.5% | 30,872 | -10.7% | 2.73% | -7.5% |
| Q4 2014 | $2,806,000 | – | 34,572 | – | 2.95% | – |
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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% |