VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,734,942 | -7.1% | 43,345 | -2.9% | 1.16% | -37.3% |
| Q2 2023 | $7,251,433 | -4.8% | 44,643 | -9.7% | 1.84% | -4.3% |
| Q1 2023 | $7,614,814 | -3.7% | 49,444 | -5.1% | 1.92% | -5.4% |
| Q4 2022 | $7,909,197 | +10.2% | 52,086 | -1.9% | 2.03% | +2.2% |
| Q3 2022 | $7,176,000 | +5.4% | 53,095 | +11.9% | 1.99% | +0.9% |
| Q2 2022 | $6,808,000 | -3.9% | 47,454 | +8.7% | 1.97% | -10.0% |
| Q1 2022 | $7,082,000 | +43.3% | 43,675 | +51.7% | 2.19% | +37.9% |
| Q4 2021 | $4,943,000 | +46.1% | 28,782 | +30.7% | 1.59% | +30.8% |
| Q3 2021 | $3,383,000 | +32.5% | 22,025 | +33.5% | 1.22% | +22.6% |
| Q2 2021 | $2,553,000 | +24.0% | 16,494 | +17.8% | 0.99% | +17.1% |
| Q1 2021 | $2,059,000 | +19.4% | 14,002 | +14.6% | 0.85% | +27.2% |
| Q4 2020 | $1,724,000 | +77.4% | 12,213 | +61.6% | 0.67% | +7.9% |
| Q3 2020 | $972,000 | +13.3% | 7,557 | +3.2% | 0.62% | -19.3% |
| Q2 2020 | $858,000 | +8.9% | 7,320 | -4.0% | 0.76% | +7.7% |
| Q1 2020 | $788,000 | -25.1% | 7,624 | -9.7% | 0.71% | +30.8% |
| Q4 2019 | $1,052,000 | – | 8,442 | – | 0.54% | – |
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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% |