VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,273,528 | +5.7% | 53,247 | +10.5% | 1.45% | +5.2% |
| Q2 2023 | $7,829,389 | +11.7% | 48,201 | +5.9% | 1.38% | +8.9% |
| Q1 2023 | $7,010,939 | +4.9% | 45,522 | +3.4% | 1.26% | -4.1% |
| Q4 2022 | $6,685,637 | +13.5% | 44,028 | +1.0% | 1.32% | +0.1% |
| Q3 2022 | $5,893,000 | -5.0% | 43,599 | +0.8% | 1.32% | -7.3% |
| Q2 2022 | $6,204,000 | -30.8% | 43,244 | -21.8% | 1.42% | +3.8% |
| Q1 2022 | $8,965,000 | -4.7% | 55,287 | +1.0% | 1.37% | +1.1% |
| Q4 2021 | $9,404,000 | -7.1% | 54,753 | -16.9% | 1.35% | -19.4% |
| Q3 2021 | $10,127,000 | -1.0% | 65,927 | -0.2% | 1.68% | -2.7% |
| Q2 2021 | $10,228,000 | +14.7% | 66,078 | +9.0% | 1.72% | +2.1% |
| Q1 2021 | $8,915,000 | +7.2% | 60,612 | +2.9% | 1.69% | +0.2% |
| Q4 2020 | $8,317,000 | +36.6% | 58,909 | +24.4% | 1.68% | +18.4% |
| Q3 2020 | $6,090,000 | +11.8% | 47,338 | +1.8% | 1.42% | 0.0% |
| Q2 2020 | $5,448,000 | -9.8% | 46,490 | -20.4% | 1.42% | -22.6% |
| Q1 2020 | $6,042,000 | +24.6% | 58,439 | +50.3% | 1.84% | +83.0% |
| Q4 2019 | $4,848,000 | +17.9% | 38,892 | +13.1% | 1.00% | +13.2% |
| Q3 2019 | $4,113,000 | +22.9% | 34,391 | +18.4% | 0.89% | +22.3% |
| Q2 2019 | $3,346,000 | +5.8% | 29,052 | +0.7% | 0.72% | +4.2% |
| Q1 2019 | $3,163,000 | +37.1% | 28,850 | +22.5% | 0.70% | +15.0% |
| Q4 2018 | $2,307,000 | -5.7% | 23,550 | +6.6% | 0.60% | -16.6% |
| Q3 2018 | $2,446,000 | +45.4% | 22,100 | +33.5% | 0.72% | +30.9% |
| Q2 2018 | $1,682,000 | +0.6% | 16,550 | 0.0% | 0.55% | -8.0% |
| Q1 2018 | $1,672,000 | -1.0% | 16,550 | 0.0% | 0.60% | +4.0% |
| Q4 2017 | $1,689,000 | +6.4% | 16,550 | -1.2% | 0.58% | +7.8% |
| Q3 2017 | $1,588,000 | +8.8% | 16,750 | +6.3% | 0.54% | +9.8% |
| Q2 2017 | $1,460,000 | +2.4% | 15,750 | -0.6% | 0.49% | -32.1% |
| Q1 2017 | $1,426,000 | – | 15,850 | – | 0.72% | – |
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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% |