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 | $5,238,546 | -3.9% | 33,602 | +0.5% | 3.67% | -4.5% |
| Q2 2023 | $5,451,234 | +6.4% | 33,450 | +0.6% | 3.84% | +2.4% |
| Q1 2023 | $5,121,493 | +4.7% | 33,254 | +3.3% | 3.75% | -2.0% |
| Q4 2022 | $4,890,689 | +10.1% | 32,207 | -2.1% | 3.83% | +5.3% |
| Q3 2022 | $4,444,000 | -5.5% | 32,882 | +0.3% | 3.64% | +0.8% |
| Q2 2022 | $4,703,000 | -5.7% | 32,783 | +6.6% | 3.61% | +9.6% |
| Q1 2022 | $4,985,000 | -2.9% | 30,740 | +2.9% | 3.29% | -1.3% |
| Q4 2021 | $5,132,000 | +13.0% | 29,878 | +1.1% | 3.34% | +17.7% |
| Q3 2021 | $4,540,000 | +6.4% | 29,555 | +7.2% | 2.84% | +10.4% |
| Q2 2021 | $4,268,000 | +7.5% | 27,577 | +2.1% | 2.57% | -2.2% |
| Q1 2021 | $3,972,000 | +12.9% | 27,006 | +8.4% | 2.62% | +3.6% |
| Q4 2020 | $3,518,000 | +14.7% | 24,924 | +6.1% | 2.53% | +2.8% |
| Q3 2020 | $3,067,000 | +4.6% | 23,492 | +1.7% | 2.46% | +7.2% |
| Q2 2020 | $2,933,000 | +105.1% | 23,110 | +67.0% | 2.30% | +62.7% |
| Q1 2020 | $1,430,000 | -12.6% | 13,837 | +5.4% | 1.41% | +6.6% |
| Q4 2019 | $1,636,000 | +6.6% | 13,125 | +2.3% | 1.33% | -19.3% |
| Q3 2019 | $1,535,000 | – | 12,834 | – | 1.64% | – |
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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% |