VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,251,313 | -22.5% | 8,053 | -24.2% | 0.28% | -28.0% |
| Q2 2023 | $1,613,898 | 0.0% | 10,628 | 0.0% | 0.39% | -1.3% |
| Q1 2023 | $1,613,898 | 0.0% | 10,628 | 0.0% | 0.39% | +0.3% |
| Q4 2022 | $1,613,898 | +44.5% | 10,628 | +34.2% | 0.39% | +35.4% |
| Q3 2022 | $1,117,000 | +13.3% | 7,918 | +19.4% | 0.29% | +16.6% |
| Q2 2022 | $986,000 | -0.7% | 6,631 | +8.3% | 0.25% | +8.3% |
| Q1 2022 | $993,000 | -53.2% | 6,124 | -50.4% | 0.23% | -55.0% |
| Q4 2021 | $2,120,000 | +117.0% | 12,344 | +94.0% | 0.51% | +97.3% |
| Q3 2021 | $977,000 | -0.8% | 6,362 | 0.0% | 0.26% | -0.4% |
| Q2 2021 | $985,000 | +5.2% | 6,362 | 0.0% | 0.26% | -4.4% |
| Q1 2021 | $936,000 | -6.6% | 6,362 | -10.4% | 0.27% | -15.1% |
| Q4 2020 | $1,002,000 | +10.6% | 7,098 | +0.8% | 0.32% | +79.7% |
| Q3 2020 | $906,000 | +86.0% | 7,043 | +69.6% | 0.18% | -3.8% |
| Q2 2020 | $487,000 | +28.2% | 4,153 | +12.9% | 0.18% | 0.0% |
| Q1 2020 | $380,000 | -10.8% | 3,678 | +7.5% | 0.18% | +7.0% |
| Q4 2019 | $426,000 | +4.2% | 3,421 | 0.0% | 0.17% | +22.9% |
| Q3 2019 | $409,000 | +3.8% | 3,421 | 0.0% | 0.14% | -10.8% |
| Q2 2019 | $394,000 | +146.2% | 3,421 | +134.8% | 0.16% | +134.3% |
| Q1 2019 | $160,000 | 0.0% | 1,457 | -10.7% | 0.07% | -15.2% |
| Q4 2018 | $160,000 | – | 1,632 | – | 0.08% | – |
Download | ||||||
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% |