VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,020 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,031,337 | +28.9% | 38,817 | +34.7% | 0.56% | +24.7% |
| Q2 2023 | $4,679,972 | +36.1% | 28,812 | +29.0% | 0.45% | +26.0% |
| Q1 2023 | $3,439,062 | +6.4% | 22,330 | +5.0% | 0.35% | -5.3% |
| Q4 2022 | $3,230,747 | +18.0% | 21,276 | +5.0% | 0.37% | +14.0% |
| Q3 2022 | $2,739,000 | +1.7% | 20,262 | +7.9% | 0.33% | -1.2% |
| Q2 2022 | $2,694,000 | +8.8% | 18,775 | +23.0% | 0.33% | +15.3% |
| Q1 2022 | $2,476,000 | +1.6% | 15,268 | +7.7% | 0.29% | -6.2% |
| Q4 2021 | $2,436,000 | +15.7% | 14,183 | +3.4% | 0.31% | -6.1% |
| Q3 2021 | $2,106,000 | +1.9% | 13,711 | +2.7% | 0.33% | +0.9% |
| Q2 2021 | $2,067,000 | +9.1% | 13,356 | +3.7% | 0.32% | -19.6% |
| Q1 2021 | $1,894,000 | +10.2% | 12,877 | +5.8% | 0.40% | -6.5% |
| Q4 2020 | $1,718,000 | +13.9% | 12,172 | +3.8% | 0.43% | -7.7% |
| Q3 2020 | $1,509,000 | +9.1% | 11,730 | -0.6% | 0.47% | -4.1% |
| Q2 2020 | $1,383,000 | +22.1% | 11,805 | +7.7% | 0.49% | -26.3% |
| Q1 2020 | $1,133,000 | -14.2% | 10,956 | +3.4% | 0.66% | -27.1% |
| Q4 2019 | $1,321,000 | +5.8% | 10,598 | +1.5% | 0.91% | -3.5% |
| Q3 2019 | $1,249,000 | +14.8% | 10,444 | +10.6% | 0.94% | +1.4% |
| Q2 2019 | $1,088,000 | +3.7% | 9,444 | -1.3% | 0.93% | -2.6% |
| Q1 2019 | $1,049,000 | +20.2% | 9,566 | +7.3% | 0.95% | -24.9% |
| Q4 2018 | $873,000 | – | 8,916 | – | 1.27% | – |
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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% |