VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,433,708 | +10.3% | 343,898 | +15.3% | 0.67% | -15.8% |
| Q2 2023 | $48,443,277 | +7.6% | 298,247 | +2.0% | 0.79% | +3.1% |
| Q1 2023 | $45,021,553 | +3.2% | 292,333 | +1.8% | 0.77% | -9.3% |
| Q4 2022 | $43,610,708 | +24.2% | 287,204 | +10.6% | 0.85% | +7.6% |
| Q3 2022 | $35,117,000 | -3.3% | 259,634 | +2.5% | 0.79% | +2.5% |
| Q2 2022 | $36,326,000 | -18.2% | 253,190 | -7.5% | 0.77% | +25.9% |
| Q1 2022 | $44,395,000 | +60.3% | 273,776 | +69.8% | 0.61% | -15.7% |
| Q4 2021 | $27,698,000 | +6.6% | 161,273 | -4.7% | 0.72% | +12.6% |
| Q3 2021 | $25,981,000 | +140.2% | 169,144 | +142.1% | 0.64% | +67.4% |
| Q2 2021 | $10,816,000 | +32.2% | 69,875 | +25.6% | 0.38% | -23.9% |
| Q1 2021 | $8,179,000 | +104.9% | 55,622 | +96.5% | 0.50% | +84.2% |
| Q4 2020 | $3,992,000 | +6.2% | 28,311 | -3.1% | 0.27% | -24.8% |
| Q3 2020 | $3,759,000 | +2.8% | 29,219 | -6.5% | 0.36% | -0.8% |
| Q2 2020 | $3,658,000 | +1.6% | 31,237 | -10.3% | 0.37% | -36.2% |
| Q1 2020 | $3,601,000 | +1388.0% | 34,822 | +1684.8% | 0.57% | +665.3% |
| Q4 2019 | $242,000 | -1.2% | 1,951 | -4.7% | 0.08% | -29.2% |
| Q3 2019 | $245,000 | – | 2,047 | – | 0.11% | – |
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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% |