VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,350,384 | -3.1% | 53,742 | +1.3% | 7.35% | -0.4% |
| Q2 2023 | $8,619,733 | +7.3% | 53,067 | +1.7% | 7.38% | -5.9% |
| Q1 2023 | $8,035,545 | +4.9% | 52,175 | +3.5% | 7.84% | -3.2% |
| Q4 2022 | $7,657,782 | +11.7% | 50,430 | -0.6% | 8.10% | -1.6% |
| Q3 2022 | $6,856,102 | -6.9% | 50,726 | -1.2% | 8.23% | -0.4% |
| Q2 2022 | $7,364,649 | -9.7% | 51,332 | +2.1% | 8.27% | -0.5% |
| Q1 2022 | $8,153,933 | -12.6% | 50,283 | -7.5% | 8.31% | -0.9% |
| Q4 2021 | $9,334,120 | – | 54,347 | – | 8.38% | – |
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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% |