VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $46,742,775 | -5.9% | 300,828 | -1.6% | 0.95% | -5.1% |
Q2 2023 | $49,662,415 | +13.3% | 305,746 | +7.5% | 1.00% | -1.4% |
Q1 2023 | $43,819,454 | +3.2% | 284,523 | +1.8% | 1.02% | -14.5% |
Q4 2022 | $42,442,276 | +13.2% | 279,501 | +0.8% | 1.19% | +15.5% |
Q3 2022 | $37,493,000 | -5.7% | 277,399 | +0.0% | 1.03% | -14.6% |
Q2 2022 | $39,780,000 | -15.4% | 277,266 | -4.4% | 1.20% | +7.6% |
Q1 2022 | $47,018,000 | -7.0% | 289,945 | -1.5% | 1.12% | -4.2% |
Q4 2021 | $50,544,000 | +11.6% | 294,285 | -0.2% | 1.17% | -2.7% |
Q3 2021 | $45,276,000 | +0.7% | 294,768 | +1.5% | 1.20% | -9.0% |
Q2 2021 | $44,966,000 | +12.2% | 290,500 | +6.6% | 1.32% | -20.2% |
Q1 2021 | $40,077,000 | +9.0% | 272,486 | +4.7% | 1.66% | +1.2% |
Q4 2020 | $36,753,000 | +0.1% | 260,343 | -8.7% | 1.64% | -17.1% |
Q3 2020 | $36,705,000 | +13.0% | 285,287 | +3.0% | 1.97% | -6.4% |
Q2 2020 | $32,468,000 | +7.8% | 277,080 | -4.9% | 2.11% | -12.8% |
Q1 2020 | $30,115,000 | -27.5% | 291,282 | -12.6% | 2.42% | -33.6% |
Q4 2019 | $41,526,000 | – | 333,117 | – | 3.64% | – |
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% |