VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $668,749 | +0.8% | 4,304 | +5.4% | 0.24% | +5.2% |
| Q2 2023 | $663,527 | +5.5% | 4,085 | 0.0% | 0.23% | -2.9% |
| Q1 2023 | $629,131 | +1.4% | 4,085 | 0.0% | 0.24% | -12.4% |
| Q4 2022 | $620,307 | +12.4% | 4,085 | 0.0% | 0.27% | -2.8% |
| Q3 2022 | $552,000 | -5.8% | 4,085 | 0.0% | 0.28% | +0.7% |
| Q2 2022 | $586,000 | -11.7% | 4,085 | 0.0% | 0.28% | +3.7% |
| Q1 2022 | $664,000 | -0.4% | 4,085 | 0.0% | 0.27% | +6.7% |
| Q4 2021 | $667,000 | +6.4% | 4,085 | 0.0% | 0.25% | -5.2% |
| Q3 2021 | $627,000 | -10.6% | 4,085 | -7.9% | 0.27% | -6.6% |
| Q2 2021 | $701,000 | +7.5% | 4,435 | 0.0% | 0.29% | -2.1% |
| Q1 2021 | $652,000 | +4.2% | 4,435 | 0.0% | 0.29% | -5.5% |
| Q4 2020 | $626,000 | +9.6% | 4,435 | 0.0% | 0.31% | -11.2% |
| Q3 2020 | $571,000 | +12.4% | 4,435 | +2.3% | 0.35% | +6.7% |
| Q2 2020 | $508,000 | +13.4% | 4,335 | 0.0% | 0.33% | -11.2% |
| Q1 2020 | $448,000 | -9.3% | 4,335 | +9.5% | 0.37% | +16.9% |
| Q4 2019 | $494,000 | +4.2% | 3,960 | 0.0% | 0.31% | -12.3% |
| Q3 2019 | $474,000 | +1.5% | 3,960 | 0.0% | 0.36% | +10.8% |
| Q2 2019 | $467,000 | +7.6% | 3,960 | 0.0% | 0.32% | +15.8% |
| Q1 2019 | $434,000 | +49.7% | 3,960 | +33.8% | 0.28% | +27.4% |
| Q4 2018 | $290,000 | -11.6% | 2,960 | 0.0% | 0.22% | +6.8% |
| Q3 2018 | $328,000 | +9.0% | 2,960 | 0.0% | 0.20% | -2.4% |
| Q2 2018 | $301,000 | -2.6% | 2,960 | -3.3% | 0.21% | -4.1% |
| Q1 2018 | $309,000 | -1.0% | 3,060 | 0.0% | 0.22% | +8.4% |
| Q4 2017 | $312,000 | +7.6% | 3,060 | 0.0% | 0.20% | -1.0% |
| Q3 2017 | $290,000 | – | 3,060 | – | 0.20% | – |
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% |