VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,929,756 | -4.2% | 38,163 | +0.1% | 2.58% | -2.5% |
| Q2 2023 | $6,191,115 | +11.2% | 38,116 | +5.4% | 2.65% | +2.7% |
| Q1 2023 | $5,569,400 | +18.7% | 36,163 | +17.1% | 2.58% | +5.5% |
| Q4 2022 | $4,690,292 | +19.1% | 30,888 | +6.0% | 2.44% | +6.4% |
| Q3 2022 | $3,937,000 | -1.3% | 29,130 | +4.8% | 2.30% | -0.1% |
| Q2 2022 | $3,989,000 | -3.6% | 27,805 | +9.0% | 2.30% | -9.5% |
| Q1 2022 | $4,138,000 | +25.7% | 25,517 | +6.2% | 2.54% | -1.7% |
| Q4 2021 | $3,292,000 | -11.8% | 24,020 | -1.2% | 2.58% | +16.4% |
| Q3 2021 | $3,733,000 | -1.3% | 24,306 | -0.5% | 2.22% | -10.8% |
| Q2 2021 | $3,783,000 | +4.7% | 24,440 | -0.5% | 2.49% | -4.4% |
| Q1 2021 | $3,612,000 | +9.3% | 24,561 | +4.9% | 2.60% | +0.3% |
| Q4 2020 | $3,306,000 | +22.1% | 23,421 | +11.3% | 2.60% | +4.6% |
| Q3 2020 | $2,708,000 | +11.8% | 21,045 | +3.1% | 2.48% | +6.1% |
| Q2 2020 | $2,423,000 | +88.3% | 20,405 | +75.3% | 2.34% | +69.7% |
| Q1 2020 | $1,287,000 | -12.7% | 11,639 | +0.1% | 1.38% | -4.5% |
| Q4 2019 | $1,474,000 | +4.3% | 11,633 | -2.3% | 1.44% | -3.9% |
| Q3 2019 | $1,413,000 | +3.4% | 11,905 | +2.9% | 1.50% | +4.5% |
| Q2 2019 | $1,367,000 | +3.9% | 11,574 | 0.0% | 1.44% | +1.8% |
| Q1 2019 | $1,316,000 | +4.4% | 11,574 | -6.0% | 1.41% | -7.1% |
| Q4 2018 | $1,260,000 | – | 12,312 | – | 1.52% | – |
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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% |