VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,310,649 | -0.8% | 8,435 | +3.7% | 0.38% | +4.7% |
Q2 2023 | $1,320,995 | +15.1% | 8,133 | +9.1% | 0.36% | +9.4% |
Q1 2023 | $1,147,945 | +1.0% | 7,454 | -0.4% | 0.33% | -2.9% |
Q4 2022 | $1,136,698 | +27.1% | 7,486 | +13.2% | 0.34% | +0.6% |
Q3 2022 | $894,000 | -14.9% | 6,615 | -9.9% | 0.34% | -8.9% |
Q2 2022 | $1,050,000 | -11.8% | 7,338 | -0.3% | 0.37% | +4.5% |
Q1 2022 | $1,191,000 | +1.5% | 7,359 | +7.7% | 0.36% | 0.0% |
Q4 2021 | $1,173,000 | +7.5% | 6,834 | -3.6% | 0.36% | -5.1% |
Q3 2021 | $1,091,000 | -4.9% | 7,088 | -4.4% | 0.37% | -7.9% |
Q2 2021 | $1,147,000 | +6.2% | 7,413 | +0.9% | 0.41% | +4.9% |
Q1 2021 | $1,080,000 | +3.7% | 7,348 | -0.4% | 0.39% | -2.8% |
Q4 2020 | $1,041,000 | +12.3% | 7,379 | +2.4% | 0.40% | +3.4% |
Q3 2020 | $927,000 | +18.1% | 7,209 | +7.7% | 0.38% | +10.6% |
Q2 2020 | $785,000 | +26.0% | 6,694 | +11.4% | 0.35% | +6.4% |
Q1 2020 | $623,000 | – | 6,009 | – | 0.33% | – |
Download |
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% |