VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 622 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2016. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,883,758 | +34.4% | 12,124 | +40.5% | 0.25% | +31.4% |
| Q2 2023 | $1,401,844 | +326.1% | 8,630 | +207.1% | 0.19% | +185.1% |
| Q2 2020 | $329,000 | +11.9% | 2,810 | 0.0% | 0.07% | -9.5% |
| Q1 2020 | $294,000 | -42.4% | 2,810 | -31.3% | 0.07% | -49.7% |
| Q4 2019 | $510,000 | +76.5% | 4,090 | +69.0% | 0.15% | +36.1% |
| Q3 2019 | $289,000 | -63.7% | 2,420 | -65.0% | 0.11% | -60.4% |
| Q2 2019 | $797,000 | +5.0% | 6,920 | 0.0% | 0.27% | +0.7% |
| Q1 2019 | $759,000 | -28.3% | 6,920 | -36.0% | 0.27% | -42.5% |
| Q4 2018 | $1,059,000 | +40.3% | 10,815 | +58.6% | 0.47% | +89.9% |
| Q3 2018 | $755,000 | -3.8% | 6,820 | -11.7% | 0.25% | -23.0% |
| Q2 2018 | $785,000 | -47.9% | 7,725 | -48.2% | 0.32% | -27.3% |
| Q1 2018 | $1,507,000 | -48.8% | 14,917 | -48.3% | 0.44% | -53.3% |
| Q4 2017 | $2,944,000 | +11.4% | 28,857 | +3.5% | 0.95% | -11.3% |
| Q3 2017 | $2,642,000 | -1.1% | 27,877 | -2.5% | 1.07% | -3.7% |
| Q2 2017 | $2,671,000 | +19.0% | 28,598 | +16.8% | 1.11% | +13.1% |
| Q1 2017 | $2,244,000 | +410.0% | 24,483 | +374.5% | 0.98% | +424.6% |
| Q4 2016 | $440,000 | +1.6% | 5,160 | 0.0% | 0.19% | -25.2% |
| Q3 2016 | $433,000 | -1.4% | 5,160 | 0.0% | 0.25% | -9.1% |
| Q2 2016 | $439,000 | +196.6% | 5,160 | +183.5% | 0.28% | +121.8% |
| Q1 2016 | $148,000 | +54.2% | 1,820 | +48.0% | 0.12% | +31.9% |
| Q4 2015 | $96,000 | – | 1,230 | – | 0.09% | – |
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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% |