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 | $3,157,557 | -5.3% | 20,322 | -1.0% | 3.61% | -1.9% |
| Q2 2023 | $3,332,895 | +5.4% | 20,519 | -0.1% | 3.68% | +0.6% |
| Q1 2023 | $3,163,359 | +2.5% | 20,540 | +1.1% | 3.66% | -3.5% |
| Q4 2022 | $3,086,266 | +10.8% | 20,324 | -1.4% | 3.79% | +0.7% |
| Q3 2022 | $2,786,000 | -4.4% | 20,613 | +1.5% | 3.76% | -0.2% |
| Q2 2022 | $2,915,000 | -11.5% | 20,317 | -0.0% | 3.77% | +2.3% |
| Q1 2022 | $3,295,000 | -3.0% | 20,319 | +2.8% | 3.69% | -1.2% |
| Q4 2021 | $3,396,000 | – | 19,772 | – | 3.73% | – |
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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% |