VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,000,000 | -3.7% | 109,407 | +0.7% | 7.44% | -0.1% |
| Q2 2023 | $17,654,000 | +0.8% | 108,684 | -4.4% | 7.44% | +3.7% |
| Q1 2023 | $17,509,000 | +4.0% | 113,689 | +2.5% | 7.18% | +1.8% |
| Q4 2022 | $16,840,323 | +10.7% | 110,901 | -1.5% | 7.06% | +21.1% |
| Q3 2022 | $15,210,000 | -5.8% | 112,534 | -0.0% | 5.82% | -23.4% |
| Q2 2022 | $16,148,000 | -9.6% | 112,554 | +2.2% | 7.61% | -0.1% |
| Q1 2022 | $17,864,000 | -6.4% | 110,165 | -0.9% | 7.61% | -2.5% |
| Q4 2021 | $19,084,000 | +12.2% | 111,115 | +0.4% | 7.81% | +4.7% |
| Q3 2021 | $17,003,000 | +1.8% | 110,698 | +2.6% | 7.46% | +0.5% |
| Q2 2021 | $16,698,000 | +13.4% | 107,874 | +7.7% | 7.42% | +11.0% |
| Q1 2021 | $14,727,000 | +6.6% | 100,131 | +2.3% | 6.68% | +7.6% |
| Q4 2020 | $13,812,000 | +4.9% | 97,837 | -4.4% | 6.21% | -4.0% |
| Q3 2020 | $13,161,000 | +5.8% | 102,289 | -3.7% | 6.46% | -0.8% |
| Q2 2020 | $12,442,000 | +13.3% | 106,178 | -0.1% | 6.52% | -8.9% |
| Q1 2020 | $10,986,000 | -15.0% | 106,257 | +2.5% | 7.15% | +7.5% |
| Q4 2019 | $12,922,000 | – | 103,659 | – | 6.66% | – |
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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% |