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 | $773,360 | -10.9% | 4,977 | -6.9% | 0.42% | -4.4% |
| Q2 2023 | $868,054 | +11.8% | 5,344 | +6.0% | 0.44% | +4.1% |
| Q1 2023 | $776,640 | -3.9% | 5,043 | -5.2% | 0.42% | -11.8% |
| Q4 2022 | $808,142 | +13.0% | 5,322 | +0.5% | 0.47% | -1.5% |
| Q3 2022 | $715,000 | -5.4% | 5,296 | +0.4% | 0.48% | -1.4% |
| Q2 2022 | $756,000 | -11.9% | 5,273 | -0.5% | 0.49% | +0.6% |
| Q1 2022 | $858,000 | -15.5% | 5,297 | -10.4% | 0.48% | -9.3% |
| Q4 2021 | $1,015,000 | +12.3% | 5,910 | +0.4% | 0.54% | +4.1% |
| Q3 2021 | $904,000 | +5.1% | 5,887 | +5.9% | 0.51% | +5.8% |
| Q2 2021 | $860,000 | +8.9% | 5,560 | +3.5% | 0.49% | +3.2% |
| Q1 2021 | $790,000 | +3.3% | 5,373 | +0.3% | 0.47% | +9.8% |
| Q4 2020 | $765,000 | +22.0% | 5,356 | +9.9% | 0.43% | +3.4% |
| Q3 2020 | $627,000 | +10.4% | 4,875 | +0.5% | 0.42% | -5.0% |
| Q2 2020 | $568,000 | +13.8% | 4,852 | +0.4% | 0.44% | +1.2% |
| Q1 2020 | $499,000 | -15.3% | 4,831 | +2.1% | 0.43% | +11.6% |
| Q4 2019 | $589,000 | +4.8% | 4,731 | +0.6% | 0.39% | -4.9% |
| Q3 2019 | $562,000 | +8.7% | 4,705 | +4.6% | 0.41% | +8.0% |
| Q2 2019 | $517,000 | -14.3% | 4,496 | -18.3% | 0.38% | -25.0% |
| Q1 2019 | $603,000 | +7.1% | 5,501 | -4.4% | 0.50% | +0.4% |
| Q4 2018 | $563,000 | -11.1% | 5,754 | +0.6% | 0.50% | +2.0% |
| Q3 2018 | $633,000 | +4.3% | 5,720 | -4.4% | 0.49% | -8.1% |
| Q2 2018 | $607,000 | -14.1% | 5,981 | -14.6% | 0.53% | -17.3% |
| Q1 2018 | $707,000 | +1.1% | 7,006 | 0.0% | 0.65% | +2.4% |
| Q4 2017 | $699,000 | – | 7,006 | – | 0.63% | – |
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% |