VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,990,740 | -4.3% | 38,555 | 0.0% | 4.51% | -0.3% |
| Q2 2023 | $6,262,555 | +3.7% | 38,555 | -1.6% | 4.53% | +0.5% |
| Q1 2023 | $6,036,485 | +5.9% | 39,195 | +4.5% | 4.50% | +4.7% |
| Q4 2022 | $5,698,080 | +12.6% | 37,524 | +0.2% | 4.30% | -3.6% |
| Q3 2022 | $5,062,000 | -4.8% | 37,452 | +1.1% | 4.46% | +5.6% |
| Q2 2022 | $5,315,000 | -7.5% | 37,047 | +4.5% | 4.22% | +7.9% |
| Q1 2022 | $5,746,000 | -5.5% | 35,436 | +0.1% | 3.91% | -1.3% |
| Q4 2021 | $6,078,000 | +17.1% | 35,389 | +0.3% | 3.96% | -3.9% |
| Q1 2021 | $5,191,000 | -3.6% | 35,292 | -7.5% | 4.13% | +1.6% |
| Q4 2020 | $5,385,000 | +9.5% | 38,149 | -0.2% | 4.06% | -13.3% |
| Q3 2020 | $4,920,000 | +25.0% | 38,242 | +0.4% | 4.68% | -2.2% |
| Q1 2020 | $3,937,000 | -17.1% | 38,081 | 0.0% | 4.79% | +35.4% |
| Q4 2019 | $4,747,000 | – | 38,081 | – | 3.54% | – |
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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% |