VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,234 | -4.3% | 3,760 | 0.0% | 0.06% | -3.0% |
| Q2 2023 | $610,742 | +4.1% | 3,760 | -1.3% | 0.07% | -1.5% |
| Q1 2023 | $586,783 | +2.3% | 3,810 | +0.8% | 0.07% | -4.3% |
| Q4 2022 | $573,694 | +12.3% | 3,778 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $511,000 | -8.4% | 3,778 | -2.9% | 0.07% | -5.4% |
| Q2 2022 | $558,000 | -2.8% | 3,890 | -15.5% | 0.07% | -27.5% |
| Q4 2019 | $574,000 | +4.4% | 4,602 | 0.0% | 0.10% | -2.9% |
| Q3 2019 | $550,000 | +3.8% | 4,602 | 0.0% | 0.10% | +1.0% |
| Q2 2019 | $530,000 | +5.0% | 4,602 | 0.0% | 0.10% | +1.0% |
| Q1 2019 | $505,000 | -91.0% | 4,602 | -92.0% | 0.10% | -91.8% |
| Q4 2018 | $5,641,000 | +667.5% | 57,591 | +767.7% | 1.26% | +677.2% |
| Q3 2018 | $735,000 | – | 6,637 | – | 0.16% | – |
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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% |