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 | $1,619,281 | -8.4% | 10,421 | -4.2% | 0.05% | -7.0% |
| Q2 2023 | $1,767,567 | +60.3% | 10,882 | +52.0% | 0.06% | +42.5% |
| Q1 2023 | $1,102,822 | -3.6% | 7,161 | -5.0% | 0.04% | -2.4% |
| Q4 2022 | $1,144,281 | +100.8% | 7,536 | +78.6% | 0.04% | +64.0% |
| Q3 2022 | $570,000 | -52.3% | 4,220 | -49.3% | 0.02% | -32.4% |
| Q2 2022 | $1,194,000 | +91.3% | 8,323 | +116.2% | 0.04% | -2.6% |
| Q1 2022 | $624,000 | +28.4% | 3,850 | +36.1% | 0.04% | -20.8% |
| Q4 2021 | $486,000 | +10.5% | 2,829 | -1.3% | 0.05% | +4.3% |
| Q3 2021 | $440,000 | +3.8% | 2,867 | +4.7% | 0.05% | +15.0% |
| Q2 2021 | $424,000 | +5.5% | 2,737 | +0.0% | 0.04% | -4.8% |
| Q1 2021 | $402,000 | +3.1% | 2,736 | -1.1% | 0.04% | +10.5% |
| Q4 2020 | $390,000 | +3.7% | 2,766 | -5.3% | 0.04% | +11.8% |
| Q3 2020 | $376,000 | +34.8% | 2,921 | +22.7% | 0.03% | +21.4% |
| Q2 2020 | $279,000 | +13.4% | 2,381 | 0.0% | 0.03% | +3.7% |
| Q1 2020 | $246,000 | -17.7% | 2,381 | -0.6% | 0.03% | +3.8% |
| Q4 2019 | $299,000 | – | 2,396 | – | 0.03% | – |
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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% |