VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420 | -24.3% | 2,702 | -25.0% | 0.18% | -30.3% |
| Q1 2023 | $555 | +1.5% | 3,602 | 0.0% | 0.25% | +9.6% |
| Q4 2022 | $547 | -99.9% | 3,602 | 0.0% | 0.23% | 0.0% |
| Q3 2022 | $487,000 | -5.8% | 3,602 | 0.0% | 0.23% | -0.4% |
| Q2 2022 | $517,000 | -11.5% | 3,602 | +0.1% | 0.23% | -5.0% |
| Q1 2022 | $584,000 | -2.8% | 3,599 | +2.9% | 0.24% | +12.0% |
| Q4 2021 | $601,000 | +11.9% | 3,499 | 0.0% | 0.22% | -5.3% |
| Q3 2021 | $537,000 | -0.9% | 3,499 | 0.0% | 0.23% | -20.8% |
| Q2 2021 | $542,000 | +7.8% | 3,499 | +2.3% | 0.29% | +20.5% |
| Q1 2021 | $503,000 | +4.1% | 3,419 | 0.0% | 0.24% | -4.8% |
| Q4 2020 | $483,000 | +12.9% | 3,419 | +2.7% | 0.25% | +3.7% |
| Q3 2020 | $428,000 | +10.6% | 3,329 | +0.9% | 0.24% | +4.3% |
| Q2 2020 | $387,000 | +13.5% | 3,300 | 0.0% | 0.23% | -2.9% |
| Q1 2020 | $341,000 | -17.0% | 3,300 | 0.0% | 0.24% | -12.8% |
| Q4 2019 | $411,000 | – | 3,300 | – | 0.27% | – |
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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% |