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 | $463,268 | +11.6% | 2,982 | +16.6% | 0.06% | +10.2% |
| Q2 2023 | $415,263 | +29.5% | 2,557 | +22.8% | 0.06% | +18.0% |
| Q1 2023 | $320,615 | -5.9% | 2,082 | -7.2% | 0.05% | -21.9% |
| Q4 2022 | $340,623 | +12.4% | 2,243 | +0.1% | 0.06% | +12.3% |
| Q3 2022 | $303,000 | -5.0% | 2,241 | +0.0% | 0.06% | -9.5% |
| Q2 2022 | $319,000 | -27.0% | 2,240 | -19.9% | 0.06% | -7.4% |
| Q1 2022 | $437,000 | +107.1% | 2,796 | +36.8% | 0.07% | +3.0% |
| Q1 2020 | $211,000 | -27.7% | 2,044 | -12.8% | 0.07% | -31.2% |
| Q4 2019 | $292,000 | – | 2,345 | – | 0.10% | – |
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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% |