VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,345,709 | +14.1% | 15,448 | +1.6% | 1.39% | -10.2% |
| Q3 2022 | $2,056,000 | -7.1% | 15,208 | -1.5% | 1.54% | +3.1% |
| Q2 2022 | $2,214,000 | -12.4% | 15,433 | -1.0% | 1.50% | -3.0% |
| Q1 2022 | $2,527,000 | -6.8% | 15,584 | -1.3% | 1.54% | -4.3% |
| Q4 2021 | $2,712,000 | +12.0% | 15,792 | +0.2% | 1.62% | +4.5% |
| Q3 2021 | $2,422,000 | -0.6% | 15,767 | +0.2% | 1.54% | -0.8% |
| Q2 2021 | $2,437,000 | +5.8% | 15,742 | +0.5% | 1.56% | -3.1% |
| Q1 2021 | $2,304,000 | +4.3% | 15,668 | +0.1% | 1.61% | -0.6% |
| Q4 2020 | $2,209,000 | +1.3% | 15,649 | -7.7% | 1.62% | -10.0% |
| Q3 2020 | $2,181,000 | +10.0% | 16,949 | +0.2% | 1.80% | -2.0% |
| Q2 2020 | $1,983,000 | +15.1% | 16,921 | +1.5% | 1.83% | -5.0% |
| Q1 2020 | $1,723,000 | -19.6% | 16,669 | -3.1% | 1.93% | -4.3% |
| Q4 2019 | $2,144,000 | +2.5% | 17,197 | -1.7% | 2.02% | -3.9% |
| Q3 2019 | $2,092,000 | +4.8% | 17,494 | +0.9% | 2.10% | +4.3% |
| Q2 2019 | $1,996,000 | +5.9% | 17,332 | +0.8% | 2.01% | +19.7% |
| Q1 2019 | $1,885,000 | +13.6% | 17,197 | +1.5% | 1.68% | -1.1% |
| Q4 2018 | $1,660,000 | -12.9% | 16,948 | -1.6% | 1.70% | -1.6% |
| Q3 2018 | $1,906,000 | +6.0% | 17,218 | -2.7% | 1.73% | -1.4% |
| Q2 2018 | $1,798,000 | -1.2% | 17,690 | -1.7% | 1.75% | -3.7% |
| Q1 2018 | $1,819,000 | -2.3% | 18,005 | -1.3% | 1.82% | +2.9% |
| Q4 2017 | $1,861,000 | – | 18,244 | – | 1.76% | – |
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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% |