VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $749,854 | -9.2% | 4,826 | -5.1% | 0.47% | -11.4% |
| Q2 2023 | $825,852 | +4.0% | 5,084 | 0.0% | 0.54% | +1.7% |
| Q1 2023 | $794,228 | +5.1% | 5,084 | +2.1% | 0.53% | +6.5% |
| Q4 2022 | $756,015 | +27.1% | 4,979 | +13.2% | 0.49% | +29.3% |
| Q3 2022 | $595,000 | -3.9% | 4,400 | +2.0% | 0.38% | +1.1% |
| Q2 2022 | $619,000 | -7.2% | 4,313 | +4.9% | 0.38% | +4.7% |
| Q1 2022 | $667,000 | +8.5% | 4,112 | +14.8% | 0.36% | +14.2% |
| Q4 2021 | $615,000 | +14.7% | 3,581 | +2.7% | 0.32% | +4.6% |
| Q3 2021 | $536,000 | +0.8% | 3,488 | +1.4% | 0.30% | -2.6% |
| Q2 2021 | $532,000 | +20.4% | 3,439 | +14.4% | 0.31% | +12.7% |
| Q1 2021 | $442,000 | +6.8% | 3,007 | +2.4% | 0.28% | +1.5% |
| Q4 2020 | $414,000 | +36.2% | 2,936 | +24.1% | 0.27% | +27.8% |
| Q3 2020 | $304,000 | +2.4% | 2,365 | -6.6% | 0.21% | +0.5% |
| Q2 2020 | $297,000 | +12.1% | 2,531 | -1.1% | 0.21% | +10.5% |
| Q1 2020 | $265,000 | +23.8% | 2,559 | +49.3% | 0.19% | +39.4% |
| Q4 2019 | $214,000 | – | 1,714 | – | 0.14% | – |
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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% |