VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342 | -4.2% | 2,200 | 0.0% | 0.23% | -1.7% |
| Q2 2023 | $357 | +5.3% | 2,200 | 0.0% | 0.23% | -2.1% |
| Q1 2023 | $339 | -9.8% | 2,200 | -11.0% | 0.24% | -15.7% |
| Q4 2022 | $376 | -99.9% | 2,473 | -19.1% | 0.28% | -16.2% |
| Q3 2022 | $413,000 | -8.6% | 3,058 | -2.9% | 0.33% | -4.8% |
| Q2 2022 | $452,000 | -19.0% | 3,150 | -8.4% | 0.35% | -0.6% |
| Q1 2022 | $558,000 | -37.6% | 3,438 | -33.9% | 0.35% | -42.7% |
| Q4 2021 | $894,000 | +27.5% | 5,204 | +13.9% | 0.62% | +18.7% |
| Q3 2021 | $701,000 | -19.5% | 4,569 | -18.8% | 0.52% | -18.8% |
| Q2 2021 | $871,000 | +110.4% | 5,628 | +100.0% | 0.64% | +85.2% |
| Q1 2021 | $414,000 | – | 2,814 | – | 0.34% | – |
Download | ||||||
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% |