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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $539 | +5.9% | 3,502 | +4.4% | 0.01% | -10.0% |
| Q4 2022 | $509 | -99.9% | 3,355 | -2.8% | 0.01% | -9.1% |
| Q3 2022 | $466,000 | -6.2% | 3,450 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $497,000 | -12.5% | 3,461 | -1.1% | 0.01% | 0.0% |
| Q1 2022 | $568,000 | -35.8% | 3,500 | -44.2% | 0.01% | -47.6% |
| Q4 2021 | $885,000 | +67.9% | 6,270 | +82.6% | 0.02% | +110.0% |
| Q3 2021 | $527,000 | +6.2% | 3,433 | +7.1% | 0.01% | 0.0% |
| Q2 2021 | $496,000 | -0.2% | 3,205 | -5.2% | 0.01% | -16.7% |
| Q1 2021 | $497,000 | -43.8% | 3,381 | -46.1% | 0.01% | -45.5% |
| Q4 2020 | $885,000 | +13.3% | 6,270 | +3.2% | 0.02% | 0.0% |
| Q3 2020 | $781,000 | +9.7% | 6,073 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $712,000 | +18.7% | 6,073 | +4.6% | 0.02% | 0.0% |
| Q1 2020 | $600,000 | -11.5% | 5,804 | +6.7% | 0.02% | +10.0% |
| Q4 2019 | $678,000 | – | 5,438 | – | 0.02% | – |
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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% |