VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,325,607 | +8.6% | 1,803,705 | +13.4% | 0.41% | -10.8% |
| Q2 2023 | $258,164,973 | +5.5% | 1,589,984 | +0.2% | 0.46% | +0.9% |
| Q1 2023 | $244,606,768 | +1.9% | 1,587,571 | +0.4% | 0.46% | -5.3% |
| Q4 2022 | $240,084,629 | +18.1% | 1,580,746 | +5.1% | 0.49% | +4.5% |
| Q3 2022 | $203,283,000 | -8.8% | 1,503,669 | -3.2% | 0.46% | -5.5% |
| Q2 2022 | $222,960,000 | -2.1% | 1,552,947 | +4.6% | 0.49% | +11.3% |
| Q1 2022 | $227,755,000 | -9.8% | 1,484,209 | +1.0% | 0.44% | -7.5% |
| Q4 2021 | $252,400,000 | +14.8% | 1,469,574 | +2.8% | 0.48% | +4.4% |
| Q3 2021 | $219,810,000 | +0.4% | 1,430,082 | +1.1% | 0.46% | -3.4% |
| Q2 2021 | $218,961,000 | +5.5% | 1,413,961 | +0.3% | 0.47% | -5.0% |
| Q1 2021 | $207,460,000 | +12.3% | 1,409,913 | +7.8% | 0.50% | +1.2% |
| Q4 2020 | $184,690,000 | +1.8% | 1,308,080 | -7.5% | 0.49% | -9.2% |
| Q3 2020 | $181,471,000 | +21.0% | 1,414,325 | +10.5% | 0.54% | +8.0% |
| Q2 2020 | $149,953,000 | +16.3% | 1,279,538 | -75.5% | 0.50% | -4.7% |
| Q1 2020 | $128,901,000 | – | 5,214,008 | – | 0.53% | – |
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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% |