VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,678,550 | +0.8% | 493,490 | +5.4% | 3.35% | +0.2% |
| Q2 2023 | $76,082,842 | +30.5% | 468,404 | +23.7% | 3.34% | +9.7% |
| Q1 2023 | $58,312,660 | +17.2% | 378,629 | +15.6% | 3.04% | +10.2% |
| Q4 2022 | $49,742,192 | +15.6% | 327,575 | +2.9% | 2.76% | -8.8% |
| Q3 2022 | $43,024,000 | +8734.5% | 318,316 | +10492.9% | 3.03% | +7280.5% |
| Q1 2022 | $487,000 | +1.7% | 3,005 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $479,000 | -3.8% | 3,005 | +0.4% | 0.04% | -4.7% |
| Q3 2021 | $498,000 | +2.5% | 2,993 | +0.4% | 0.04% | -4.4% |
| Q2 2021 | $486,000 | +59.3% | 2,981 | +51.0% | 0.04% | +50.0% |
| Q1 2021 | $305,000 | -33.7% | 1,974 | -55.7% | 0.03% | -61.5% |
| Q1 2020 | $460,000 | +121.2% | 4,453 | +61.1% | 0.08% | +6.8% |
| Q4 2013 | $208,000 | -20.3% | 2,764 | -26.3% | 0.07% | -45.1% |
| Q3 2013 | $261,000 | – | 3,749 | – | 0.13% | – |
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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% |