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 | $2,367,976 | -4.8% | 15,240 | -0.5% | 0.99% | -4.7% |
Q2 2023 | $2,487,461 | +104371.3% | 15,314 | -1.0% | 1.04% | -4.7% |
Q1 2023 | $2,381 | +1.0% | 15,461 | -0.4% | 1.09% | -5.0% |
Q4 2022 | $2,358 | -99.3% | 15,527 | +496.3% | 1.14% | +305.3% |
Q3 2022 | $352,000 | -84.5% | 2,604 | -83.6% | 0.28% | -70.1% |
Q2 2022 | $2,276,000 | -8.5% | 15,862 | +3.4% | 0.94% | -1.8% |
Q1 2022 | $2,487,000 | -4.1% | 15,338 | +1.6% | 0.96% | -15.1% |
Q4 2021 | $2,592,000 | +12.7% | 15,090 | +0.8% | 1.13% | +6.9% |
Q3 2021 | $2,300,000 | +0.7% | 14,974 | +1.5% | 1.06% | -3.7% |
Q2 2021 | $2,283,000 | +7.1% | 14,748 | +1.7% | 1.10% | +13.5% |
Q1 2021 | $2,132,000 | +3.8% | 14,498 | -0.4% | 0.97% | +2.7% |
Q4 2020 | $2,054,000 | +8.6% | 14,556 | -1.0% | 0.94% | -11.1% |
Q3 2020 | $1,891,000 | +11.1% | 14,700 | +1.2% | 1.06% | +0.5% |
Q2 2020 | $1,702,000 | -0.4% | 14,524 | +6.0% | 1.06% | -5.0% |
Q4 2019 | $1,708,000 | – | 13,705 | – | 1.11% | – |
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% |