VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,799,972 | -3.2% | 172,480 | +1.2% | 6.14% | -7.0% |
| Q2 2023 | $27,677,918 | +1.6% | 170,399 | -3.6% | 6.60% | -0.5% |
| Q1 2023 | $27,236,894 | -0.5% | 176,851 | -1.9% | 6.64% | -7.8% |
| Q4 2022 | $27,387,411 | +10.1% | 180,358 | -2.0% | 7.19% | -10.8% |
| Q3 2022 | $24,878,000 | -1.7% | 184,065 | +4.3% | 8.06% | -6.2% |
| Q2 2022 | $25,314,000 | -9.1% | 176,438 | +2.7% | 8.60% | +4.2% |
| Q1 2022 | $27,862,000 | +15.0% | 171,820 | +21.8% | 8.25% | +13.6% |
| Q4 2021 | $24,228,000 | +26.2% | 141,064 | +12.9% | 7.27% | +1.0% |
| Q3 2021 | $19,198,000 | +7.4% | 124,989 | +8.2% | 7.20% | +2.7% |
| Q2 2021 | $17,882,000 | +21.1% | 115,522 | +15.1% | 7.01% | +5.7% |
| Q1 2021 | $14,763,000 | +20.9% | 100,375 | +16.0% | 6.63% | +3.1% |
| Q4 2020 | $12,212,000 | +14.1% | 86,505 | +4.0% | 6.43% | -7.0% |
| Q3 2020 | $10,700,000 | +4.7% | 83,168 | -4.7% | 6.92% | -4.8% |
| Q2 2020 | $10,224,000 | -6.5% | 87,250 | -17.5% | 7.26% | -24.9% |
| Q1 2020 | $10,930,000 | +5.0% | 105,714 | +26.5% | 9.67% | +51.0% |
| Q4 2019 | $10,414,000 | +19.6% | 83,536 | +14.8% | 6.40% | +11.1% |
| Q3 2019 | $8,704,000 | +20.0% | 72,788 | +15.5% | 5.76% | +16.2% |
| Q2 2019 | $7,255,000 | +10.1% | 62,996 | +4.8% | 4.96% | +6.1% |
| Q1 2019 | $6,590,000 | +19.5% | 60,101 | +6.7% | 4.67% | +10.3% |
| Q4 2018 | $5,516,000 | – | 56,316 | – | 4.24% | – |
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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% |