VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,411 | -4.3% | 2,937 | 0.0% | 0.13% | +2.3% |
| Q2 2023 | $476,979 | +12.3% | 2,937 | +6.5% | 0.13% | +18.0% |
| Q1 2023 | $424,606 | +0.5% | 2,757 | -0.9% | 0.11% | -11.9% |
| Q4 2022 | $422,447 | +12.4% | 2,782 | 0.0% | 0.13% | +8.6% |
| Q3 2022 | $376,000 | -5.8% | 2,782 | 0.0% | 0.12% | -7.2% |
| Q2 2022 | $399,000 | -11.5% | 2,782 | 0.0% | 0.12% | -3.8% |
| Q1 2022 | $451,000 | -5.6% | 2,782 | 0.0% | 0.13% | -12.8% |
| Q4 2021 | $478,000 | +11.9% | 2,782 | 0.0% | 0.15% | +7.2% |
| Q3 2021 | $427,000 | -0.9% | 2,782 | 0.0% | 0.14% | -6.7% |
| Q2 2021 | $431,000 | +6.4% | 2,782 | +0.9% | 0.15% | -10.8% |
| Q1 2021 | $405,000 | +47.8% | 2,757 | +42.1% | 0.17% | +33.6% |
| Q4 2020 | $274,000 | +9.6% | 1,940 | 0.0% | 0.12% | -5.3% |
| Q3 2020 | $250,000 | +10.1% | 1,940 | 0.0% | 0.13% | -4.3% |
| Q2 2020 | $227,000 | +12.9% | 1,940 | 0.0% | 0.14% | -8.0% |
| Q1 2020 | $201,000 | -16.9% | 1,940 | 0.0% | 0.15% | +12.8% |
| Q4 2019 | $242,000 | +4.3% | 1,940 | 0.0% | 0.13% | +1.5% |
| Q3 2019 | $232,000 | +4.0% | 1,940 | 0.0% | 0.13% | -5.1% |
| Q2 2019 | $223,000 | – | 1,940 | – | 0.14% | – |
Download | ||||||
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% |