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 | $321,792 | -14.6% | 2,071 | -10.7% | 0.12% | -13.3% |
| Q2 2023 | $376,675 | -4.9% | 2,319 | -9.8% | 0.14% | -5.6% |
| Q1 2023 | $396,114 | -13.2% | 2,572 | -14.4% | 0.14% | -15.4% |
| Q4 2022 | $456,461 | -2.9% | 3,006 | -13.6% | 0.17% | -13.3% |
| Q3 2022 | $470,000 | -18.1% | 3,480 | -13.1% | 0.20% | -17.0% |
| Q2 2022 | $574,000 | -66.4% | 4,003 | -62.0% | 0.24% | -60.8% |
| Q1 2022 | $1,708,000 | -3.1% | 10,532 | +2.7% | 0.60% | -4.6% |
| Q4 2021 | $1,762,000 | +16.2% | 10,258 | +3.9% | 0.63% | +4.5% |
| Q3 2021 | $1,516,000 | +0.5% | 9,872 | +1.3% | 0.60% | +0.7% |
| Q2 2021 | $1,508,000 | +5.2% | 9,745 | -0.0% | 0.60% | +0.8% |
| Q1 2021 | $1,433,000 | +6.3% | 9,746 | +2.0% | 0.59% | -2.9% |
| Q4 2020 | $1,348,000 | +13.9% | 9,551 | +3.8% | 0.61% | -2.4% |
| Q3 2020 | $1,183,000 | +14.5% | 9,198 | +4.3% | 0.63% | +6.5% |
| Q2 2020 | $1,033,000 | +137.5% | 8,819 | +109.6% | 0.59% | +79.3% |
| Q1 2020 | $435,000 | -15.0% | 4,208 | +2.5% | 0.33% | +11.9% |
| Q4 2019 | $512,000 | +10.3% | 4,104 | +5.7% | 0.29% | +5.0% |
| Q3 2019 | $464,000 | +8.2% | 3,881 | +4.1% | 0.28% | -2.4% |
| Q2 2019 | $429,000 | +9.2% | 3,728 | +4.0% | 0.29% | +0.4% |
| Q1 2019 | $393,000 | +31.0% | 3,585 | +16.9% | 0.28% | +7.1% |
| Q4 2018 | $300,000 | +3.1% | 3,066 | +16.4% | 0.27% | +14.2% |
| Q3 2018 | $291,000 | +22.8% | 2,633 | +13.1% | 0.23% | +16.5% |
| Q2 2018 | $237,000 | +6.8% | 2,328 | +5.8% | 0.20% | +2.6% |
| Q1 2018 | $222,000 | +85.0% | 2,201 | +70.5% | 0.20% | +80.6% |
| Q2 2017 | $120,000 | +93.5% | 1,291 | +86.3% | 0.11% | +89.5% |
| Q1 2017 | $62,000 | +138.5% | 693 | +130.2% | 0.06% | +137.5% |
| Q4 2016 | $26,000 | +188.9% | 301 | +186.7% | 0.02% | +166.7% |
| Q3 2016 | $9,000 | – | 105 | – | 0.01% | – |
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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% |