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 | $2,485,907 | -4.3% | 15,999 | +0.0% | 0.65% | -6.9% |
Q2 2023 | $2,598,578 | +6.5% | 15,998 | +1.0% | 0.70% | -2.2% |
Q1 2023 | $2,440,156 | -4.5% | 15,844 | -5.8% | 0.72% | -14.7% |
Q4 2022 | $2,553,987 | +12.3% | 16,819 | -0.1% | 0.84% | +4.5% |
Q3 2022 | $2,275,000 | +2.6% | 16,835 | +8.9% | 0.80% | +7.8% |
Q2 2022 | $2,217,000 | -11.9% | 15,456 | -0.4% | 0.74% | -14.2% |
Q1 2022 | $2,517,000 | -38.5% | 15,521 | -34.9% | 0.87% | +169.6% |
Q4 2021 | $4,093,000 | +73.9% | 23,833 | +55.6% | 0.32% | -63.4% |
Q3 2021 | $2,353,000 | -0.8% | 15,317 | 0.0% | 0.88% | -6.3% |
Q2 2021 | $2,371,000 | +6.2% | 15,317 | +0.9% | 0.94% | -0.7% |
Q1 2021 | $2,232,000 | -0.9% | 15,175 | -4.9% | 0.95% | -8.2% |
Q4 2020 | $2,253,000 | +8.9% | 15,962 | -0.7% | 1.03% | -9.1% |
Q3 2020 | $2,068,000 | +5.0% | 16,070 | -4.4% | 1.13% | -2.1% |
Q2 2020 | $1,970,000 | +9.4% | 16,815 | -3.5% | 1.16% | -11.1% |
Q1 2020 | $1,801,000 | -17.6% | 17,418 | -0.7% | 1.30% | -6.9% |
Q4 2019 | $2,186,000 | – | 17,537 | – | 1.40% | – |
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% |