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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,230 | -4.1% | 2,599 | +0.2% | 0.14% | -5.6% |
| Q2 2023 | $419,298 | +4.0% | 2,595 | +0.1% | 0.14% | -0.7% |
| Q1 2023 | $403,256 | -25.8% | 2,593 | -25.8% | 0.14% | -40.7% |
| Q4 2022 | $543,391 | +36.9% | 3,495 | +19.8% | 0.24% | +21.5% |
| Q3 2022 | $397,000 | -6.6% | 2,918 | +0.2% | 0.20% | -7.8% |
| Q2 2022 | $425,000 | -9.8% | 2,911 | +0.2% | 0.22% | 0.0% |
| Q1 2022 | $471,000 | +1.1% | 2,906 | -0.3% | 0.22% | +14.2% |
| Q4 2021 | $466,000 | -12.4% | 2,916 | -8.3% | 0.19% | +4.4% |
| Q3 2021 | $532,000 | +9.5% | 3,181 | +5.2% | 0.18% | +2.2% |
| Q2 2021 | $486,000 | +5.9% | 3,025 | +0.2% | 0.18% | -3.8% |
| Q1 2021 | $459,000 | +12.8% | 3,019 | +4.6% | 0.18% | +9.5% |
| Q4 2020 | $407,000 | +30.9% | 2,887 | +16.2% | 0.17% | -7.1% |
| Q2 2020 | $311,000 | +41.4% | 2,484 | +24.5% | 0.18% | -4.2% |
| Q1 2020 | $220,000 | – | 1,995 | – | 0.19% | – |
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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% |