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 | $469,558 | -4.3% | 3,022 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $490,863 | +5.5% | 3,022 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $465,418 | +7.2% | 3,022 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $434,000 | -11.4% | 3,022 | 0.0% | 0.05% | +6.1% |
| Q1 2022 | $490,000 | -5.6% | 3,022 | 0.0% | 0.05% | -5.8% |
| Q4 2021 | $519,000 | +16.6% | 3,022 | +4.3% | 0.05% | +10.6% |
| Q3 2021 | $445,000 | -10.1% | 2,897 | -9.4% | 0.05% | -11.3% |
| Q2 2021 | $495,000 | +5.3% | 3,197 | 0.0% | 0.05% | -10.2% |
| Q1 2021 | $470,000 | +4.2% | 3,197 | 0.0% | 0.06% | -16.9% |
| Q4 2020 | $451,000 | +9.7% | 3,197 | 0.0% | 0.07% | -10.1% |
| Q3 2020 | $411,000 | +9.6% | 3,197 | 0.0% | 0.08% | -13.2% |
| Q2 2020 | $375,000 | +13.3% | 3,197 | 0.0% | 0.09% | -30.5% |
| Q1 2020 | $331,000 | -17.0% | 3,197 | 0.0% | 0.13% | +4.0% |
| Q4 2019 | $399,000 | +4.5% | 3,197 | 0.0% | 0.13% | -3.8% |
| Q3 2019 | $382,000 | +3.8% | 3,197 | 0.0% | 0.13% | +0.8% |
| Q2 2019 | $368,000 | +1.4% | 3,197 | -3.4% | 0.13% | -4.4% |
| Q1 2019 | $363,000 | +12.0% | 3,309 | 0.0% | 0.14% | -12.8% |
| Q4 2018 | $324,000 | -11.5% | 3,309 | 0.0% | 0.16% | +2.0% |
| Q3 2018 | $366,000 | +12.6% | 3,309 | +3.5% | 0.15% | +11.7% |
| Q2 2018 | $325,000 | +0.6% | 3,197 | 0.0% | 0.14% | -20.8% |
| Q1 2018 | $323,000 | -0.9% | 3,197 | 0.0% | 0.17% | +7.5% |
| Q4 2017 | $326,000 | – | 3,197 | – | 0.16% | – |
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% |