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 | $576,129 | +5.7% | 3,708 | +10.5% | 0.12% | +7.1% |
| Q2 2023 | $545,094 | +5.5% | 3,356 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $516,838 | -0.1% | 3,356 | -1.5% | 0.11% | -5.8% |
| Q4 2022 | $517,181 | +12.4% | 3,406 | 0.0% | 0.12% | +4.3% |
| Q3 2022 | $460,000 | -5.9% | 3,406 | 0.0% | 0.12% | -0.9% |
| Q2 2022 | $489,000 | -11.6% | 3,406 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $553,000 | +56.7% | 3,406 | +65.7% | 0.12% | +63.4% |
| Q4 2021 | $353,000 | +15.7% | 2,056 | +3.5% | 0.07% | +7.6% |
| Q3 2021 | $305,000 | -0.7% | 1,986 | 0.0% | 0.07% | -8.3% |
| Q2 2021 | $307,000 | +5.1% | 1,986 | 0.0% | 0.07% | -18.2% |
| Q1 2021 | $292,000 | +55.3% | 1,986 | +48.8% | 0.09% | +12.8% |
| Q4 2020 | $188,000 | +9.3% | 1,335 | 0.0% | 0.08% | -10.3% |
| Q3 2020 | $172,000 | +10.3% | 1,335 | 0.0% | 0.09% | +3.6% |
| Q2 2020 | $156,000 | +13.0% | 1,335 | 0.0% | 0.08% | +2.4% |
| Q1 2020 | $138,000 | -16.9% | 1,335 | 0.0% | 0.08% | -20.4% |
| Q4 2019 | $166,000 | – | 1,335 | – | 0.10% | – |
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% |