VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,366,841 | -22.1% | 15,233 | -18.6% | 0.53% | -17.4% |
Q2 2023 | $3,040,043 | -4.9% | 18,716 | -9.8% | 0.64% | -9.4% |
Q1 2023 | $3,196,481 | +12.1% | 20,755 | +10.6% | 0.71% | +6.9% |
Q4 2022 | $2,850,399 | +11.8% | 18,771 | -0.5% | 0.66% | +5.1% |
Q3 2022 | $2,549,000 | -9.4% | 18,862 | -3.8% | 0.63% | +1.0% |
Q2 2022 | $2,814,000 | -0.6% | 19,615 | +12.3% | 0.63% | +20.6% |
Q1 2022 | $2,832,000 | +5.4% | 17,467 | +11.7% | 0.52% | +16.1% |
Q4 2021 | $2,686,000 | +13.2% | 15,642 | +1.3% | 0.45% | +6.9% |
Q3 2021 | $2,372,000 | +0.7% | 15,440 | +1.5% | 0.42% | +1.7% |
Q2 2021 | $2,355,000 | +29.5% | 15,217 | +23.1% | 0.41% | +17.4% |
Q1 2021 | $1,818,000 | -7.6% | 12,361 | -11.3% | 0.35% | -11.8% |
Q4 2020 | $1,968,000 | -12.8% | 13,938 | -20.5% | 0.40% | -21.7% |
Q3 2020 | $2,256,000 | +23.4% | 17,537 | +12.4% | 0.51% | +12.6% |
Q2 2020 | $1,828,000 | +15.2% | 15,597 | +1.6% | 0.45% | -9.8% |
Q1 2020 | $1,587,000 | -21.3% | 15,354 | -5.1% | 0.50% | -3.1% |
Q4 2019 | $2,017,000 | +31.1% | 16,179 | +25.8% | 0.52% | +14.2% |
Q3 2019 | $1,538,000 | -18.4% | 12,864 | -21.4% | 0.45% | -13.1% |
Q2 2019 | $1,884,000 | -10.6% | 16,364 | -14.9% | 0.52% | -13.9% |
Q1 2019 | $2,108,000 | +159.6% | 19,227 | +131.7% | 0.60% | +111.9% |
Q4 2018 | $812,000 | -16.2% | 8,297 | -5.2% | 0.28% | +21.8% |
Q3 2018 | $969,000 | +18.3% | 8,756 | +8.6% | 0.23% | -1.3% |
Q2 2018 | $819,000 | +6.1% | 8,062 | +5.4% | 0.24% | +1.7% |
Q1 2018 | $772,000 | +6.6% | 7,646 | +7.8% | 0.23% | -2.5% |
Q4 2017 | $724,000 | +4.8% | 7,091 | -2.7% | 0.24% | +2.1% |
Q3 2017 | $691,000 | -4.0% | 7,290 | -6.2% | 0.23% | +0.9% |
Q2 2017 | $720,000 | +28.6% | 7,768 | +24.7% | 0.23% | +13.7% |
Q1 2017 | $560,000 | +22.5% | 6,231 | +16.1% | 0.20% | +26.7% |
Q4 2016 | $457,000 | +27.3% | 5,366 | +25.4% | 0.16% | +26.8% |
Q3 2016 | $359,000 | +0.6% | 4,279 | -0.1% | 0.13% | -3.1% |
Q2 2016 | $357,000 | – | 4,283 | – | 0.13% | – |
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% |