VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,448 | -4.3% | 2,635 | +0.0% | 0.08% | 0.0% |
| Q2 2023 | $427,899 | +5.5% | 2,634 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $405,717 | +101583.5% | 2,634 | +0.0% | 0.08% | -2.3% |
| Q4 2022 | $399 | -99.9% | 2,633 | -3.5% | 0.09% | 0.0% |
| Q3 2022 | $368,000 | -5.9% | 2,729 | +0.0% | 0.09% | +1.2% |
| Q2 2022 | $391,000 | -8.2% | 2,728 | +3.8% | 0.09% | +4.9% |
| Q1 2022 | $426,000 | -5.5% | 2,628 | +0.0% | 0.08% | -3.5% |
| Q4 2021 | $451,000 | +11.9% | 2,627 | +0.0% | 0.08% | 0.0% |
| Q3 2021 | $403,000 | -0.7% | 2,626 | +0.0% | 0.08% | +1.2% |
| Q2 2021 | $406,000 | +5.2% | 2,625 | 0.0% | 0.08% | -2.3% |
| Q1 2021 | $386,000 | +4.3% | 2,625 | +0.0% | 0.09% | -4.4% |
| Q4 2020 | $370,000 | +9.8% | 2,624 | +0.0% | 0.09% | -2.2% |
| Q3 2020 | $337,000 | +22.5% | 2,623 | +11.5% | 0.09% | +12.2% |
| Q2 2020 | $275,000 | – | 2,353 | – | 0.08% | – |
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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% |