VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,173 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,283 | +3.8% | 1,437 | +8.5% | 0.08% | +2.6% |
| Q2 2023 | $215,057 | +7.0% | 1,324 | +13.2% | 0.08% | -17.4% |
| Q4 2021 | $201,000 | -31.9% | 1,170 | -35.0% | 0.09% | -32.4% |
| Q3 2021 | $295,000 | +4.6% | 1,801 | -1.0% | 0.14% | -28.0% |
| Q2 2021 | $282,000 | -15.3% | 1,820 | -19.6% | 0.19% | +3.3% |
| Q1 2021 | $333,000 | +18.9% | 2,264 | +4.0% | 0.18% | +1.1% |
| Q4 2020 | $280,000 | +3.7% | 2,176 | +3.9% | 0.18% | +4.6% |
| Q3 2020 | $270,000 | -1.1% | 2,094 | -3.8% | 0.17% | -6.5% |
| Q2 2020 | $273,000 | +14.7% | 2,176 | +9.5% | 0.18% | +14.2% |
| Q3 2019 | $238,000 | – | 1,987 | – | 0.16% | – |
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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% |