VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,300,313 | -4.2% | 14,804 | +0.2% | 0.52% | -4.7% |
| Q2 2023 | $2,399,957 | +7.1% | 14,775 | +1.6% | 0.55% | -3.7% |
| Q1 2023 | $2,240,059 | +5.5% | 14,545 | +4.0% | 0.57% | -17.7% |
| Q4 2022 | $2,122,988 | -3.8% | 13,981 | -14.4% | 0.69% | -7.1% |
| Q3 2022 | $2,207,000 | -4.5% | 16,327 | +1.3% | 0.74% | -1.1% |
| Q2 2022 | $2,312,000 | -11.2% | 16,112 | +0.3% | 0.75% | -1.6% |
| Q1 2022 | $2,604,000 | +5.9% | 16,061 | +12.1% | 0.76% | +7.6% |
| Q4 2021 | $2,460,000 | +15.0% | 14,322 | +2.9% | 0.71% | +1.4% |
| Q3 2021 | $2,139,000 | +14.6% | 13,923 | +15.4% | 0.70% | +12.4% |
| Q2 2021 | $1,867,000 | +10.5% | 12,064 | +5.1% | 0.62% | -7.0% |
| Q1 2021 | $1,689,000 | +309.0% | 11,481 | +292.9% | 0.67% | +233.3% |
| Q4 2020 | $413,000 | +9.8% | 2,922 | -0.1% | 0.20% | -9.9% |
| Q3 2020 | $376,000 | +9.9% | 2,926 | +0.2% | 0.22% | +6.2% |
| Q2 2020 | $342,000 | +31.0% | 2,919 | +15.5% | 0.21% | +9.4% |
| Q1 2020 | $261,000 | – | 2,527 | – | 0.19% | – |
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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% |