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 | $2,632,423 | +0.6% | 16,858 | +5.2% | 0.43% | +2.9% |
| Q2 2023 | $2,616,214 | +7.5% | 16,030 | +1.5% | 0.42% | -2.1% |
| Q1 2023 | $2,432,937 | -0.7% | 15,797 | -2.1% | 0.43% | -7.7% |
| Q4 2022 | $2,449,498 | +11.6% | 16,131 | -0.6% | 0.46% | -1.1% |
| Q3 2022 | $2,194,000 | -5.1% | 16,234 | +0.7% | 0.47% | -13.4% |
| Q2 2022 | $2,313,000 | -9.5% | 16,119 | +2.2% | 0.54% | +1.9% |
| Q1 2022 | $2,557,000 | -2.0% | 15,771 | +3.9% | 0.53% | +1.7% |
| Q4 2021 | $2,608,000 | +9.6% | 15,182 | -2.0% | 0.52% | -1.1% |
| Q3 2021 | $2,380,000 | +10.1% | 15,492 | +10.9% | 0.53% | +9.1% |
| Q2 2021 | $2,162,000 | +8.4% | 13,968 | +3.0% | 0.49% | -1.2% |
| Q1 2021 | $1,994,000 | +10.1% | 13,558 | +5.7% | 0.49% | +3.8% |
| Q4 2020 | $1,811,000 | +17.8% | 12,830 | +7.9% | 0.47% | +0.6% |
| Q3 2020 | $1,537,000 | +11.8% | 11,886 | +1.3% | 0.47% | -3.1% |
| Q2 2020 | $1,375,000 | +15.3% | 11,730 | +1.7% | 0.49% | +1.9% |
| Q1 2020 | $1,193,000 | -17.2% | 11,536 | -0.2% | 0.48% | -8.1% |
| Q4 2019 | $1,441,000 | +12.8% | 11,561 | +8.1% | 0.52% | +2.6% |
| Q3 2019 | $1,278,000 | +3.8% | 10,691 | 0.0% | 0.51% | -1.7% |
| Q2 2019 | $1,231,000 | +4.4% | 10,691 | 0.0% | 0.52% | -0.8% |
| Q1 2019 | $1,179,000 | +5.1% | 10,691 | -6.7% | 0.52% | -8.9% |
| Q4 2018 | $1,122,000 | -14.5% | 11,456 | -3.4% | 0.57% | -22.9% |
| Q3 2018 | $1,313,000 | +9.1% | 11,858 | +0.2% | 0.74% | -6.2% |
| Q2 2018 | $1,203,000 | +1.6% | 11,836 | 0.0% | 0.79% | -5.4% |
| Q1 2018 | $1,184,000 | -4.0% | 11,836 | 0.0% | 0.83% | -4.9% |
| Q4 2017 | $1,233,000 | – | 11,836 | – | 0.88% | – |
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% |