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 | $1,131,524 | +21.4% | 7,282 | +27.0% | 0.09% | +19.5% |
| Q2 2023 | $931,698 | +105.3% | 5,736 | +94.7% | 0.08% | +87.8% |
| Q1 2023 | $453,713 | -26.1% | 2,946 | -27.2% | 0.04% | -37.9% |
| Q4 2022 | $614,233 | +13.7% | 4,045 | +1.3% | 0.07% | -2.9% |
| Q3 2022 | $540,000 | -5.8% | 3,995 | 0.0% | 0.07% | -23.6% |
| Q2 2022 | $573,000 | -11.6% | 3,995 | 0.0% | 0.09% | +15.6% |
| Q1 2022 | $648,000 | +205.7% | 3,995 | +121.2% | 0.08% | +97.4% |
| Q2 2020 | $212,000 | -5.8% | 1,806 | 0.0% | 0.04% | -44.3% |
| Q4 2019 | $225,000 | +4.2% | 1,806 | 0.0% | 0.07% | +4.5% |
| Q3 2019 | $216,000 | -94.8% | 1,806 | -96.7% | 0.07% | -97.9% |
| Q1 2014 | $4,143,000 | -1.4% | 54,869 | -1.7% | 3.21% | -25.6% |
| Q4 2013 | $4,200,000 | – | 55,820 | – | 4.32% | – |
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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% |