VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,020 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $745,000 | -12.7% | 7,202 | +5.2% | 0.34% | +22.3% |
Q4 2019 | $853,000 | +4.7% | 6,846 | +0.5% | 0.28% | -0.4% |
Q3 2019 | $815,000 | +4.4% | 6,813 | +0.5% | 0.28% | +1.1% |
Q2 2019 | $781,000 | +6.0% | 6,782 | +0.9% | 0.28% | +4.9% |
Q1 2019 | $737,000 | +11.8% | 6,723 | 0.0% | 0.26% | -0.8% |
Q4 2018 | $659,000 | -13.7% | 6,723 | -2.6% | 0.26% | -2.6% |
Q3 2018 | $764,000 | +9.5% | 6,902 | +0.6% | 0.27% | +4.6% |
Q2 2018 | $698,000 | -3.7% | 6,864 | -4.4% | 0.26% | -5.8% |
Q1 2018 | $725,000 | -0.5% | 7,177 | +0.4% | 0.28% | +5.3% |
Q4 2017 | $729,000 | +8.2% | 7,150 | +0.5% | 0.26% | +4.4% |
Q3 2017 | $674,000 | +2.7% | 7,113 | +0.4% | 0.25% | -9.7% |
Q2 2017 | $656,000 | -0.8% | 7,082 | -3.6% | 0.28% | +5.3% |
Q1 2017 | $661,000 | +5.6% | 7,346 | 0.0% | 0.26% | -2.6% |
Q4 2016 | $626,000 | +2.1% | 7,346 | +0.6% | 0.27% | -0.4% |
Q3 2016 | $613,000 | -7.1% | 7,301 | -7.9% | 0.27% | -8.4% |
Q2 2016 | $660,000 | -4.5% | 7,929 | -6.8% | 0.30% | -8.3% |
Q1 2016 | $691,000 | +5.0% | 8,504 | +0.4% | 0.32% | -4.7% |
Q4 2015 | $658,000 | +10.8% | 8,467 | +5.2% | 0.34% | +6.9% |
Q3 2015 | $594,000 | -8.2% | 8,050 | -2.2% | 0.32% | -1.9% |
Q2 2015 | $647,000 | +39.7% | 8,228 | +43.0% | 0.32% | +42.1% |
Q1 2015 | $463,000 | – | 5,753 | – | 0.23% | – |
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% |