VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,288,256 | -2.2% | 8,291 | +2.2% | 0.93% | +2.8% |
| Q2 2023 | $1,317,145 | +0.1% | 8,109 | -5.1% | 0.91% | +2.0% |
| Q1 2023 | $1,316,323 | +1.4% | 8,547 | 0.0% | 0.89% | +0.9% |
| Q4 2022 | $1,297,862 | +23.1% | 8,547 | +9.6% | 0.88% | +26.6% |
| Q3 2022 | $1,054,000 | -18.2% | 7,798 | -13.1% | 0.70% | -7.0% |
| Q2 2022 | $1,288,000 | -0.7% | 8,976 | +12.2% | 0.75% | +7.3% |
| Q1 2022 | $1,297,000 | +9.6% | 8,000 | +16.2% | 0.70% | +0.4% |
| Q4 2021 | $1,183,000 | +23.2% | 6,886 | +10.2% | 0.69% | +14.1% |
| Q3 2021 | $960,000 | +13.5% | 6,247 | +14.3% | 0.61% | +16.3% |
| Q2 2021 | $846,000 | +23.9% | 5,467 | +17.8% | 0.52% | +16.5% |
| Q1 2021 | $683,000 | +213.3% | 4,642 | +200.1% | 0.45% | +187.8% |
| Q4 2020 | $218,000 | +13.0% | 1,547 | +2.9% | 0.16% | -3.1% |
| Q3 2020 | $193,000 | +105.3% | 1,503 | +87.9% | 0.16% | +71.3% |
| Q2 2020 | $94,000 | -39.4% | 800 | -46.8% | 0.09% | -36.1% |
| Q1 2020 | $155,000 | – | 1,503 | – | 0.15% | – |
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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% |