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 | $557,704 | -4.3% | 3,589 | +0.0% | 0.33% | -3.8% |
| Q2 2023 | $582,730 | +5.5% | 3,588 | 0.0% | 0.34% | -1.2% |
| Q1 2023 | $552,522 | +1.5% | 3,588 | +0.1% | 0.34% | -2.6% |
| Q4 2022 | $544,501 | +12.5% | 3,586 | +0.1% | 0.35% | +9.7% |
| Q3 2022 | $484,000 | -5.7% | 3,584 | +0.1% | 0.32% | -7.2% |
| Q2 2022 | $513,000 | -11.7% | 3,582 | +0.1% | 0.35% | -4.4% |
| Q1 2022 | $581,000 | -5.5% | 3,580 | +0.0% | 0.36% | +4.0% |
| Q4 2021 | $615,000 | +12.0% | 3,579 | +0.1% | 0.35% | +10.1% |
| Q3 2021 | $549,000 | -3.5% | 3,577 | -2.7% | 0.32% | -17.1% |
| Q2 2021 | $569,000 | +35.8% | 3,677 | +11.3% | 0.38% | +75.6% |
| Q2 2020 | $419,000 | – | 3,304 | – | 0.22% | – |
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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% |