VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $218,822 | +5.2% | 1,421 | -1.7% | 0.13% | +5.8% |
| Q2 2022 | $208,000 | -9.6% | 1,446 | +0.5% | 0.12% | -0.8% |
| Q1 2022 | $230,000 | +0.9% | 1,439 | +0.4% | 0.12% | -5.4% |
| Q4 2021 | $228,000 | -3.0% | 1,433 | +0.4% | 0.13% | +0.8% |
| Q3 2021 | $235,000 | +6.8% | 1,427 | +0.5% | 0.13% | 0.0% |
| Q2 2021 | $220,000 | +2.8% | 1,420 | +0.4% | 0.13% | -2.3% |
| Q1 2021 | $214,000 | -7.0% | 1,414 | -12.7% | 0.13% | -9.7% |
| Q4 2020 | $230,000 | -8.4% | 1,619 | -13.3% | 0.14% | -17.6% |
| Q3 2020 | $251,000 | +9.6% | 1,867 | +0.4% | 0.18% | -3.8% |
| Q2 2020 | $229,000 | +10.1% | 1,859 | +0.5% | 0.18% | -3.2% |
| Q1 2020 | $208,000 | -12.6% | 1,850 | +0.5% | 0.19% | -8.3% |
| Q4 2019 | $238,000 | – | 1,841 | – | 0.21% | – |
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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% |