VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 986 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2018. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,008,000 | +22.3% | 6,854 | +17.4% | 0.27% | +16.5% |
| Q4 2020 | $824,000 | +14.8% | 5,840 | +5.1% | 0.23% | +3.6% |
| Q3 2020 | $718,000 | +77.7% | 5,557 | +62.2% | 0.22% | +64.4% |
| Q2 2020 | $404,000 | +48.0% | 3,427 | +29.7% | 0.14% | +19.5% |
| Q1 2020 | $273,000 | -25.0% | 2,643 | -9.4% | 0.11% | -9.6% |
| Q4 2019 | $364,000 | +6.1% | 2,918 | +1.8% | 0.12% | -1.6% |
| Q3 2019 | $343,000 | +3.9% | 2,865 | +0.1% | 0.13% | +3.3% |
| Q2 2019 | $330,000 | +4.1% | 2,861 | -0.6% | 0.12% | +4.2% |
| Q1 2019 | $317,000 | -4.2% | 2,877 | -14.8% | 0.12% | -13.9% |
| Q4 2018 | $331,000 | -11.3% | 3,377 | +0.1% | 0.14% | +3.8% |
| Q3 2018 | $373,000 | +7.8% | 3,374 | -0.3% | 0.13% | 0.0% |
| Q2 2018 | $346,000 | +15.7% | 3,384 | +11.8% | 0.13% | +9.1% |
| Q1 2018 | $299,000 | – | 3,028 | – | 0.12% | – |
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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% |