VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 855 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,823 | -6.6% | 1,640 | -2.4% | 0.05% | 0.0% |
| Q2 2023 | $272,882 | +5.5% | 1,680 | 0.0% | 0.05% | -3.8% |
| Q1 2023 | $258,737 | -1.6% | 1,680 | -3.0% | 0.05% | -7.0% |
| Q4 2022 | $263,004 | -16.0% | 1,732 | -25.2% | 0.06% | -24.0% |
| Q3 2022 | $313,000 | -5.7% | 2,317 | 0.0% | 0.08% | -9.6% |
| Q2 2022 | $332,000 | -11.7% | 2,317 | 0.0% | 0.08% | -2.4% |
| Q1 2022 | $376,000 | -34.0% | 2,317 | -30.1% | 0.08% | -35.1% |
| Q4 2021 | $570,000 | +34.1% | 3,317 | +20.0% | 0.13% | +26.0% |
| Q3 2021 | $425,000 | +0.5% | 2,765 | +1.3% | 0.10% | -2.8% |
| Q2 2021 | $423,000 | +30.6% | 2,730 | +24.1% | 0.11% | +20.2% |
| Q1 2021 | $324,000 | +431.1% | 2,200 | +292.9% | 0.09% | +323.8% |
| Q1 2019 | $61,000 | +10.9% | 560 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $55,000 | -9.8% | 560 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $61,000 | +3.4% | 560 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $59,000 | +5.4% | 560 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $56,000 | -1.8% | 560 | 0.0% | 0.02% | -4.3% |
| Q4 2017 | $57,000 | – | 560 | – | 0.02% | – |
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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% |