VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,219,780 | -2.5% | 14,286 | +1.9% | 0.40% | -0.7% |
| Q2 2023 | $2,277,455 | +32.4% | 14,021 | +25.5% | 0.40% | +25.9% |
| Q1 2023 | $1,720,161 | +43.5% | 11,169 | +41.5% | 0.32% | +20.8% |
| Q4 2022 | $1,198,886 | +34.4% | 7,895 | +19.7% | 0.26% | +22.7% |
| Q3 2022 | $892,000 | +6.6% | 6,598 | +13.1% | 0.22% | +10.2% |
| Q2 2022 | $837,000 | -12.0% | 5,836 | -0.5% | 0.20% | +5.9% |
| Q1 2022 | $951,000 | -2.2% | 5,864 | +3.6% | 0.18% | +12.1% |
| Q4 2021 | $972,000 | +11.2% | 5,662 | -0.5% | 0.16% | +3.8% |
| Q3 2021 | $874,000 | +4.7% | 5,693 | +5.5% | 0.16% | +4.6% |
| Q2 2021 | $835,000 | +6.2% | 5,394 | +0.9% | 0.15% | -1.9% |
| Q1 2021 | $786,000 | +1.9% | 5,344 | -2.2% | 0.16% | -9.4% |
| Q4 2020 | $771,000 | +13.4% | 5,465 | +3.3% | 0.17% | -4.5% |
| Q3 2020 | $680,000 | +9.3% | 5,288 | -0.3% | 0.18% | -1.1% |
| Q2 2020 | $622,000 | +7.8% | 5,305 | -5.0% | 0.18% | -12.6% |
| Q1 2020 | $577,000 | -20.0% | 5,585 | -3.4% | 0.21% | -7.2% |
| Q4 2019 | $721,000 | +7.5% | 5,781 | +3.0% | 0.22% | -0.4% |
| Q3 2019 | $671,000 | +6.3% | 5,612 | +2.5% | 0.22% | +6.2% |
| Q2 2019 | $631,000 | +5.5% | 5,476 | +0.4% | 0.21% | +1.9% |
| Q1 2019 | $598,000 | +17.5% | 5,453 | +4.9% | 0.21% | -0.5% |
| Q4 2018 | $509,000 | -27.1% | 5,199 | -17.5% | 0.21% | -14.0% |
| Q3 2018 | $698,000 | +19.9% | 6,305 | +10.1% | 0.24% | +9.5% |
| Q2 2018 | $582,000 | +0.5% | 5,728 | 0.0% | 0.22% | -5.6% |
| Q1 2018 | $579,000 | -0.3% | 5,728 | +0.6% | 0.23% | -4.1% |
| Q4 2017 | $581,000 | +83.9% | 5,692 | +70.9% | 0.24% | +73.0% |
| Q3 2017 | $316,000 | -5.1% | 3,331 | -7.4% | 0.14% | -15.1% |
| Q2 2017 | $333,000 | +3.1% | 3,596 | +0.3% | 0.17% | -0.6% |
| Q1 2017 | $323,000 | +13.7% | 3,587 | +7.7% | 0.17% | -2.3% |
| Q4 2016 | $284,000 | – | 3,330 | – | 0.17% | – |
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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% |