VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,458,587 | -5.4% | 28,554 | -1.2% | 1.90% | -4.3% |
| Q2 2023 | $4,715,512 | -3.8% | 28,894 | -9.2% | 1.99% | +6.0% |
| Q1 2023 | $4,900,063 | +2.4% | 31,817 | +0.9% | 1.88% | -5.8% |
| Q4 2022 | $4,785,936 | +3.7% | 31,518 | -7.7% | 1.99% | -0.2% |
| Q3 2022 | $4,614,000 | -5.4% | 34,137 | +0.5% | 2.00% | -9.6% |
| Q2 2022 | $4,875,000 | -32.2% | 33,978 | -23.3% | 2.21% | -35.9% |
| Q1 2022 | $7,186,000 | +34.8% | 44,316 | +42.8% | 3.45% | +34.1% |
| Q4 2021 | $5,332,000 | +9.9% | 31,044 | -1.7% | 2.57% | -15.1% |
| Q3 2021 | $4,852,000 | -3.9% | 31,586 | -3.2% | 3.03% | -1.8% |
| Q2 2021 | $5,049,000 | +2.1% | 32,616 | -3.0% | 3.08% | -21.1% |
| Q1 2021 | $4,946,000 | -15.3% | 33,628 | -18.7% | 3.91% | -28.8% |
| Q4 2020 | $5,837,000 | – | 41,345 | – | 5.49% | – |
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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% |