VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,361,057 | +11.4% | 8,760 | +16.5% | 0.02% | +13.6% |
| Q2 2023 | $1,221,550 | +10.0% | 7,520 | +4.3% | 0.02% | -8.3% |
| Q1 2023 | $1,110,947 | -11.3% | 7,213 | -12.5% | 0.02% | -22.6% |
| Q4 2022 | $1,251,853 | +27.0% | 8,244 | +13.0% | 0.03% | +10.7% |
| Q3 2022 | $986,000 | +12.4% | 7,297 | +19.3% | 0.03% | +12.0% |
| Q2 2022 | $877,000 | -26.4% | 6,116 | -16.8% | 0.02% | -16.7% |
| Q1 2022 | $1,191,000 | +150.7% | 7,347 | +165.8% | 0.03% | +150.0% |
| Q4 2021 | $475,000 | +84.1% | 2,764 | +66.9% | 0.01% | +50.0% |
| Q2 2021 | $258,000 | – | 1,656 | – | 0.01% | – |
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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% |