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 | $534,818 | -4.3% | 3,442 | 0.0% | 0.06% | -5.1% |
| Q2 2023 | $559,084 | +5.5% | 3,442 | 0.0% | 0.06% | -6.3% |
| Q1 2023 | $530,102 | +1.4% | 3,442 | 0.0% | 0.06% | -4.5% |
| Q4 2022 | $522,668 | +12.4% | 3,442 | 0.0% | 0.07% | -5.7% |
| Q3 2022 | $465,000 | -5.9% | 3,442 | 0.0% | 0.07% | -7.9% |
| Q2 2022 | $494,000 | -11.5% | 3,442 | 0.0% | 0.08% | -6.2% |
| Q1 2022 | $558,000 | +3.9% | 3,442 | +10.0% | 0.08% | +6.6% |
| Q4 2021 | $537,000 | +11.9% | 3,128 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $480,000 | +566.7% | 3,128 | +346.9% | 0.08% | +294.7% |
| Q1 2020 | $72,000 | -17.2% | 700 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $87,000 | +3.6% | 700 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $84,000 | +3.7% | 700 | 0.0% | 0.02% | +6.2% |
| Q2 2019 | $81,000 | +5.2% | 700 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $77,000 | +11.6% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $69,000 | – | 700 | – | 0.02% | – |
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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% |