VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,578 | +0.9% | 16,589 | +5.5% | 0.20% | -9.2% |
| Q2 2023 | $2,554 | +4.6% | 15,722 | -0.8% | 0.22% | -4.8% |
| Q1 2023 | $2,441 | +0.2% | 15,847 | -1.3% | 0.23% | -18.5% |
| Q4 2022 | $2,437 | -99.9% | 16,052 | +12.5% | 0.28% | +18.1% |
| Q3 2022 | $1,929,000 | -6.5% | 14,273 | -0.8% | 0.24% | -3.6% |
| Q2 2022 | $2,064,000 | -6.7% | 14,385 | +5.4% | 0.25% | +5.1% |
| Q1 2022 | $2,213,000 | -13.2% | 13,646 | -8.1% | 0.24% | -15.8% |
| Q4 2021 | $2,549,000 | +10.1% | 14,842 | -1.6% | 0.28% | -19.1% |
| Q3 2021 | $2,316,000 | -0.3% | 15,079 | +0.5% | 0.34% | -0.9% |
| Q2 2021 | $2,323,000 | +18.2% | 15,009 | +12.3% | 0.35% | +10.8% |
| Q1 2021 | $1,965,000 | +1.0% | 13,363 | -3.0% | 0.31% | +6.4% |
| Q4 2020 | $1,945,000 | +4.5% | 13,774 | -4.8% | 0.30% | +5.4% |
| Q3 2020 | $1,862,000 | +0.6% | 14,473 | -8.3% | 0.28% | +0.7% |
| Q2 2020 | $1,850,000 | -8.3% | 15,789 | -19.1% | 0.28% | -35.9% |
| Q1 2020 | $2,017,000 | -19.3% | 19,512 | -2.7% | 0.43% | -10.3% |
| Q4 2019 | $2,499,000 | +6.2% | 20,048 | +1.8% | 0.48% | -2.6% |
| Q3 2019 | $2,354,000 | +4.9% | 19,685 | +1.0% | 0.50% | +1.4% |
| Q2 2019 | $2,244,000 | +4.0% | 19,485 | -0.9% | 0.49% | -15.7% |
| Q1 2019 | $2,157,000 | +30.6% | 19,670 | +16.7% | 0.58% | +21.5% |
| Q4 2018 | $1,651,000 | -0.5% | 16,853 | +12.4% | 0.48% | +8.1% |
| Q3 2018 | $1,660,000 | +7.0% | 14,993 | -1.7% | 0.44% | -3.9% |
| Q2 2018 | $1,551,000 | -2.7% | 15,259 | -3.3% | 0.46% | -5.7% |
| Q1 2018 | $1,594,000 | -2.3% | 15,776 | -1.4% | 0.49% | -1.8% |
| Q4 2017 | $1,632,000 | +2.6% | 15,995 | -4.6% | 0.50% | -7.3% |
| Q3 2017 | $1,590,000 | +281.3% | 16,775 | +272.4% | 0.54% | +224.8% |
| Q2 2017 | $417,000 | – | 4,505 | – | 0.16% | – |
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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% |