VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,233 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2020. The put-call ratio across all filers is 1.89 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,970,210 | -6.9% | 19,116 | -2.7% | 0.27% | +7.6% |
| Q2 2023 | $3,190,901 | -1.2% | 19,645 | -6.3% | 0.25% | -3.1% |
| Q1 2023 | $3,228,632 | +0.1% | 20,964 | -1.3% | 0.26% | -1.5% |
| Q4 2022 | $3,223,894 | +8.0% | 21,231 | -3.9% | 0.26% | -2.2% |
| Q3 2022 | $2,985,000 | -8.6% | 22,091 | -3.0% | 0.27% | -3.2% |
| Q2 2022 | $3,266,000 | -19.3% | 22,766 | -8.8% | 0.28% | -11.5% |
| Q1 2022 | $4,046,000 | -1.1% | 24,954 | +4.7% | 0.31% | -2.8% |
| Q4 2021 | $4,093,000 | +16.3% | 23,833 | +4.0% | 0.32% | +5.2% |
| Q3 2021 | $3,519,000 | +1.7% | 22,912 | +2.5% | 0.31% | +3.0% |
| Q2 2021 | $3,459,000 | +4.2% | 22,353 | -1.0% | 0.30% | -1.3% |
| Q1 2021 | $3,319,000 | +5.4% | 22,572 | +1.1% | 0.30% | -5.0% |
| Q4 2020 | $3,150,000 | +16.9% | 22,317 | +6.6% | 0.32% | +8.2% |
| Q3 2020 | $2,695,000 | +21.4% | 20,944 | +10.5% | 0.29% | +14.9% |
| Q2 2020 | $2,220,000 | +28.9% | 18,946 | +13.7% | 0.26% | +18.6% |
| Q1 2020 | $1,722,000 | – | 16,658 | – | 0.22% | – |
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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% |