VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $303,094 | -12.9% | 1,866 | -17.0% | 0.02% | -15.8% |
| Q1 2023 | $347,990 | +33.5% | 2,248 | +31.0% | 0.02% | +18.8% |
| Q4 2022 | $260,575 | +12.3% | 1,716 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $232,000 | +201.3% | 1,716 | +217.8% | 0.02% | +166.7% |
| Q2 2022 | $77,000 | +381.2% | 540 | +409.4% | 0.01% | +500.0% |
| Q3 2021 | $16,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +6.7% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 106 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $14,000 | -17.6% | 106 | -24.8% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | -75.0% | 141 | -77.1% | 0.00% | -83.3% |
| Q1 2019 | $68,000 | +750.0% | 617 | +807.4% | 0.01% | +300.0% |
| Q3 2018 | $8,000 | – | 68 | – | 0.00% | – |
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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% |