VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289 | +27.3% | 1,863 | +33.4% | 0.32% | +24.0% |
| Q2 2023 | $227 | -21.2% | 1,397 | -25.2% | 0.26% | -16.0% |
| Q1 2023 | $288 | -0.3% | 1,868 | -1.8% | 0.31% | -7.0% |
| Q4 2022 | $289 | -99.9% | 1,903 | -23.9% | 0.33% | +111.5% |
| Q3 2022 | $338,000 | -40.3% | 2,502 | -97.0% | 0.16% | +20.0% |
| Q2 2022 | $566,000 | +53.8% | 84,139 | +3606.6% | 0.13% | -14.5% |
| Q1 2022 | $368,000 | -7.5% | 2,270 | -1.9% | 0.15% | -12.1% |
| Q4 2021 | $398,000 | +10.9% | 2,315 | -1.0% | 0.17% | +18.5% |
| Q3 2021 | $359,000 | +3.5% | 2,338 | -1.0% | 0.15% | +1.4% |
| Q1 2021 | $347,000 | -46.9% | 2,361 | -49.0% | 0.14% | -48.0% |
| Q4 2020 | $654,000 | +6.3% | 4,631 | -3.2% | 0.28% | +5.3% |
| Q3 2020 | $615,000 | +8.7% | 4,782 | -1.0% | 0.26% | +1.2% |
| Q2 2020 | $566,000 | -20.8% | 4,830 | -30.2% | 0.26% | +3.2% |
| Q1 2020 | $715,000 | +48.3% | 6,915 | +78.9% | 0.25% | +47.4% |
| Q4 2019 | $482,000 | – | 3,865 | – | 0.17% | – |
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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% |