VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,002,522 | +10.9% | 270,321 | +15.9% | 6.30% | +1.5% |
| Q2 2023 | $37,885,152 | +302.5% | 233,240 | +281.6% | 6.20% | +174.4% |
| Q1 2023 | $9,412,737 | +129.1% | 61,118 | +125.9% | 2.26% | +107.1% |
| Q4 2022 | $4,108,280 | -52.3% | 27,055 | -57.6% | 1.09% | -58.0% |
| Q3 2022 | $8,615,000 | +150.1% | 63,739 | +165.5% | 2.60% | +158.4% |
| Q2 2022 | $3,445,000 | -28.2% | 24,007 | -18.8% | 1.00% | -27.6% |
| Q1 2022 | $4,797,000 | -63.2% | 29,578 | -61.0% | 1.39% | -47.7% |
| Q4 2021 | $13,023,000 | +10.3% | 75,826 | -1.3% | 2.66% | +3.5% |
| Q3 2021 | $11,803,000 | -30.9% | 76,841 | -30.3% | 2.57% | -27.6% |
| Q2 2021 | $17,075,000 | -38.3% | 110,309 | -41.4% | 3.54% | -43.6% |
| Q1 2021 | $27,689,000 | +280.3% | 188,255 | +265.0% | 6.28% | +221.2% |
| Q4 2020 | $7,281,000 | +48.2% | 51,583 | +35.1% | 1.95% | -5.2% |
| Q3 2020 | $4,912,000 | +711.9% | 38,179 | +639.0% | 2.06% | +471.2% |
| Q2 2020 | $605,000 | – | 5,166 | – | 0.36% | – |
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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% |