VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,801 | -4.3% | 2,528 | 0.0% | 0.40% | -11.4% |
| Q2 2023 | $410,623 | +5.5% | 2,528 | 0.0% | 0.45% | -1.8% |
| Q1 2023 | $389,337 | +1.4% | 2,528 | 0.0% | 0.46% | +8.1% |
| Q4 2022 | $383,877 | +12.2% | 2,528 | 0.0% | 0.42% | +20.3% |
| Q3 2022 | $342,000 | -20.5% | 2,528 | -15.7% | 0.35% | -7.9% |
| Q2 2022 | $430,000 | -11.5% | 2,998 | 0.0% | 0.38% | +4.1% |
| Q1 2022 | $486,000 | -19.8% | 2,998 | -15.0% | 0.36% | -17.0% |
| Q4 2021 | $606,000 | +7.3% | 3,528 | -4.1% | 0.44% | -3.9% |
| Q3 2021 | $565,000 | -0.7% | 3,678 | 0.0% | 0.46% | -0.7% |
| Q2 2021 | $569,000 | +2.9% | 3,678 | -2.3% | 0.46% | -26.7% |
| Q1 2021 | $553,000 | -2.1% | 3,763 | -6.0% | 0.63% | -4.4% |
| Q4 2020 | $565,000 | -2.6% | 4,003 | -11.2% | 0.66% | -9.4% |
| Q3 2020 | $580,000 | -1.5% | 4,506 | -2.9% | 0.73% | -1.8% |
| Q2 2020 | $589,000 | +21.9% | 4,641 | -0.7% | 0.74% | +22.8% |
| Q1 2020 | $483,000 | -33.5% | 4,676 | -19.8% | 0.60% | -21.9% |
| Q4 2019 | $726,000 | – | 5,827 | – | 0.77% | – |
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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% |