VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,326,024 | +3.3% | 85,764 | +8.0% | 1.66% | -2.0% |
Q2 2023 | $12,899,963 | +4.5% | 79,419 | -0.9% | 1.69% | -0.2% |
Q1 2023 | $12,344,794 | +48.5% | 80,156 | +46.4% | 1.69% | -3.6% |
Q4 2022 | $8,311,373 | +10.0% | 54,734 | -2.1% | 1.76% | +3.7% |
Q3 2022 | $7,557,000 | -7.6% | 55,911 | -1.9% | 1.70% | -1.1% |
Q2 2022 | $8,181,000 | -12.0% | 57,022 | -0.5% | 1.71% | -3.1% |
Q1 2022 | $9,295,000 | -6.4% | 57,323 | -0.9% | 1.77% | -5.9% |
Q4 2021 | $9,932,000 | +1.7% | 57,826 | -9.0% | 1.88% | -7.9% |
Q3 2021 | $9,765,000 | -1.3% | 63,572 | -0.6% | 2.04% | -2.0% |
Q2 2021 | $9,895,000 | +4.1% | 63,925 | -1.0% | 2.08% | -6.0% |
Q1 2021 | $9,501,000 | +4.2% | 64,598 | +0.1% | 2.21% | -0.7% |
Q4 2020 | $9,114,000 | +10.3% | 64,557 | +0.5% | 2.23% | +2.3% |
Q3 2020 | $8,263,000 | +13.7% | 64,225 | +3.5% | 2.18% | +6.3% |
Q2 2020 | $7,270,000 | +64.8% | 62,037 | +45.4% | 2.05% | +34.3% |
Q1 2020 | $4,412,000 | -2.5% | 42,670 | +17.6% | 1.52% | +19.3% |
Q4 2019 | $4,524,000 | +25.9% | 36,292 | +20.8% | 1.28% | +19.2% |
Q3 2019 | $3,593,000 | +26.6% | 30,049 | +21.9% | 1.07% | +27.7% |
Q2 2019 | $2,839,000 | – | 24,652 | – | 0.84% | – |
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% |