VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,767,654 | -4.8% | 24,248 | -0.4% | 2.35% | -1.8% |
| Q2 2023 | $3,956,308 | +5.5% | 24,357 | 0.0% | 2.40% | +10.7% |
| Q1 2023 | $3,751,222 | +2.8% | 24,357 | +1.4% | 2.16% | -1.2% |
| Q4 2022 | $3,647,741 | +14.8% | 24,022 | +2.2% | 2.19% | +39.8% |
| Q3 2022 | $3,178,000 | -9.5% | 23,512 | -3.9% | 1.57% | -9.6% |
| Q2 2022 | $3,511,000 | -20.6% | 24,469 | +3.5% | 1.73% | +19.8% |
| Q1 2022 | $4,421,000 | +19.2% | 23,649 | +9.5% | 1.45% | +3.2% |
| Q4 2021 | $3,710,000 | +14.5% | 21,603 | +2.4% | 1.40% | +5.3% |
| Q3 2021 | $3,241,000 | -0.8% | 21,103 | 0.0% | 1.33% | +4.4% |
| Q2 2021 | $3,267,000 | +5.3% | 21,103 | +4.2% | 1.28% | +4.6% |
| Q1 2021 | $3,104,000 | -8.6% | 20,250 | -15.8% | 1.22% | -14.0% |
| Q4 2020 | $3,395,000 | +9.7% | 24,052 | 0.0% | 1.42% | -3.4% |
| Q3 2020 | $3,095,000 | +9.9% | 24,052 | 0.0% | 1.47% | +0.6% |
| Q2 2020 | $2,817,000 | +13.3% | 24,052 | 0.0% | 1.46% | -5.7% |
| Q1 2020 | $2,487,000 | -17.0% | 24,052 | 0.0% | 1.55% | -17.7% |
| Q4 2019 | $2,998,000 | – | 24,052 | – | 1.88% | – |
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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% |