VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,459,807 | -6.6% | 15,831 | -2.4% | 0.87% | -3.0% |
| Q2 2023 | $2,634,437 | +7.1% | 16,219 | +1.6% | 0.90% | -0.2% |
| Q1 2023 | $2,459,680 | +100624.0% | 15,971 | -0.7% | 0.90% | -3.8% |
| Q4 2022 | $2,442 | -99.9% | 16,084 | +9.0% | 0.94% | +8.9% |
| Q3 2022 | $1,995,000 | +6.5% | 14,757 | +13.0% | 0.86% | +11.8% |
| Q2 2022 | $1,874,000 | -9.9% | 13,064 | +1.9% | 0.77% | +6.8% |
| Q1 2022 | $2,080,000 | -1.1% | 12,824 | +4.7% | 0.72% | -3.0% |
| Q4 2021 | $2,104,000 | +12.4% | 12,252 | +0.5% | 0.74% | -0.5% |
| Q3 2021 | $1,872,000 | +4.9% | 12,186 | +5.7% | 0.75% | -8.1% |
| Q2 2021 | $1,785,000 | -0.6% | 11,529 | -5.6% | 0.81% | -6.4% |
| Q1 2021 | $1,796,000 | +10.6% | 12,213 | +6.2% | 0.87% | -13.0% |
| Q4 2020 | $1,624,000 | +15.6% | 11,503 | +5.3% | 1.00% | +1.0% |
| Q3 2020 | $1,405,000 | +9.0% | 10,923 | -0.7% | 0.99% | +3.2% |
| Q2 2020 | $1,289,000 | +13.4% | 10,996 | 0.0% | 0.96% | -1.2% |
| Q1 2020 | $1,137,000 | -6.8% | 10,996 | +12.4% | 0.97% | +14.9% |
| Q4 2019 | $1,220,000 | +6.4% | 9,786 | +2.0% | 0.84% | +29.0% |
| Q3 2019 | $1,147,000 | 0.0% | 9,591 | -3.7% | 0.66% | +1.6% |
| Q2 2019 | $1,147,000 | +2.3% | 9,961 | -2.6% | 0.64% | -0.8% |
| Q1 2019 | $1,121,000 | +14.2% | 10,228 | +2.0% | 0.65% | +7.6% |
| Q4 2018 | $982,000 | +17.3% | 10,028 | +7.8% | 0.60% | +2.0% |
| Q1 2017 | $837,000 | – | 9,304 | – | 0.59% | – |
Download | ||||||
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% |