VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $234,158 | -4.3% | 1,507 | 0.0% | 0.12% | -0.8% |
Q2 2023 | $244,782 | -2.7% | 1,507 | -7.8% | 0.12% | -7.7% |
Q1 2023 | $251,652 | +1.4% | 1,634 | 0.0% | 0.13% | -7.8% |
Q4 2022 | $248,123 | +12.3% | 1,634 | 0.0% | 0.14% | +2.2% |
Q3 2022 | $221,000 | -9.8% | 1,634 | 0.0% | 0.14% | -1.4% |
Q2 2022 | $245,000 | -5.8% | 1,634 | 0.0% | 0.14% | -0.7% |
Q1 2022 | $260,000 | -1.1% | 1,634 | 0.0% | 0.14% | +2.2% |
Q4 2021 | $263,000 | -4.0% | 1,634 | 0.0% | 0.14% | -2.1% |
Q3 2021 | $274,000 | +4.2% | 1,634 | 0.0% | 0.14% | -2.1% |
Q2 2021 | $263,000 | +7.3% | 1,634 | 0.0% | 0.14% | +2.1% |
Q1 2021 | $245,000 | +5.6% | 1,634 | 0.0% | 0.14% | +2.2% |
Q4 2020 | $232,000 | +6.4% | 1,634 | 0.0% | 0.14% | -11.0% |
Q3 2020 | $218,000 | -2.2% | 1,634 | -9.4% | 0.16% | -10.4% |
Q2 2020 | $223,000 | +10.9% | 1,803 | 0.0% | 0.17% | -9.4% |
Q1 2020 | $201,000 | – | 1,803 | – | 0.19% | – |
Download |
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% |