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 | $1,215,788 | +2.3% | 7,786 | +6.9% | 0.48% | +3.2% |
| Q2 2023 | $1,188,935 | +22.9% | 7,285 | +15.9% | 0.46% | +16.0% |
| Q1 2023 | $967,645 | +4.3% | 6,283 | +2.8% | 0.40% | -2.9% |
| Q4 2022 | $927,955 | +33.1% | 6,111 | +18.5% | 0.41% | +4.3% |
| Q3 2022 | $697,000 | +38.3% | 5,158 | +47.0% | 0.40% | +45.2% |
| Q2 2022 | $504,000 | -12.5% | 3,510 | -1.2% | 0.27% | +21.4% |
| Q1 2022 | $576,000 | -10.4% | 3,553 | -5.1% | 0.22% | -5.9% |
| Q4 2021 | $643,000 | +13.8% | 3,744 | +1.8% | 0.24% | +3.0% |
| Q3 2021 | $565,000 | -0.7% | 3,676 | 0.0% | 0.23% | -4.5% |
| Q2 2021 | $569,000 | +45.9% | 3,676 | +38.5% | 0.24% | +40.7% |
| Q1 2021 | $390,000 | +37.3% | 2,655 | +31.9% | 0.17% | +29.3% |
| Q4 2020 | $284,000 | – | 2,013 | – | 0.13% | – |
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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% |