VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,554 | +91.4% | 10 | +100.0% | 0.00% | – |
| Q2 2023 | $812 | +5.5% | 5 | 0.0% | 0.00% | – |
| Q1 2023 | $770 | -95.8% | 5 | -95.9% | 0.00% | -100.0% |
| Q4 2022 | $18,526 | +2.9% | 122 | +5.2% | 0.01% | 0.0% |
| Q2 2021 | $18,000 | -18.2% | 116 | -23.7% | 0.01% | -16.7% |
| Q1 2021 | $22,000 | +4.8% | 152 | -2.6% | 0.01% | -20.0% |
| Q4 2020 | $21,000 | -48.8% | 156 | -56.3% | 0.02% | -64.3% |
| Q2 2020 | $41,000 | +28.1% | 357 | +12.3% | 0.04% | +2.4% |
| Q1 2020 | $32,000 | -98.9% | 318 | -98.7% | 0.04% | -98.0% |
| Q4 2019 | $3,006,000 | +1.9% | 24,116 | -2.2% | 2.08% | +8.3% |
| Q3 2019 | $2,950,000 | -0.3% | 24,666 | -4.0% | 1.92% | -3.5% |
| Q2 2019 | $2,959,000 | -4.7% | 25,691 | -9.3% | 1.99% | -16.4% |
| Q1 2019 | $3,105,000 | -27.0% | 28,324 | -26.3% | 2.38% | +16.5% |
| Q3 2018 | $4,253,000 | +6.2% | 38,415 | -2.6% | 2.04% | -18.7% |
| Q2 2018 | $4,006,000 | – | 39,425 | – | 2.52% | – |
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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% |