VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524 | -14.2% | 3,372 | -10.3% | 0.21% | -27.3% |
| Q2 2023 | $611 | -5.0% | 3,759 | -9.9% | 0.29% | +17.7% |
| Q1 2023 | $643 | -0.2% | 4,174 | -1.5% | 0.25% | +3.3% |
| Q4 2022 | $644 | -99.9% | 4,239 | +1.3% | 0.24% | +0.4% |
| Q3 2022 | $565,000 | -5.4% | 4,183 | +0.5% | 0.24% | +3.9% |
| Q2 2022 | $597,000 | -11.2% | 4,164 | +0.5% | 0.23% | +6.9% |
| Q1 2022 | $672,000 | -5.2% | 4,145 | +0.4% | 0.22% | -2.7% |
| Q4 2021 | $709,000 | +12.4% | 4,128 | +0.4% | 0.22% | +5.7% |
| Q3 2021 | $631,000 | -0.5% | 4,111 | +0.4% | 0.21% | +5.0% |
| Q2 2021 | $634,000 | +5.7% | 4,094 | +0.4% | 0.20% | -1.0% |
| Q1 2021 | $600,000 | +4.5% | 4,077 | +0.3% | 0.20% | -3.8% |
| Q4 2020 | $574,000 | +10.8% | 4,064 | +0.8% | 0.21% | -6.7% |
| Q3 2020 | $518,000 | +10.2% | 4,030 | +0.5% | 0.22% | +1.4% |
| Q2 2020 | $470,000 | +13.8% | 4,011 | +0.5% | 0.22% | -7.9% |
| Q1 2020 | $413,000 | -12.1% | 3,993 | +5.9% | 0.24% | +8.1% |
| Q4 2019 | $470,000 | +4.7% | 3,772 | +0.5% | 0.22% | -17.7% |
| Q3 2019 | $449,000 | – | 3,754 | – | 0.27% | – |
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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% |