VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,770 | -4.3% | 436 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $70,844 | +5.5% | 436 | 0.0% | 0.04% | -4.7% |
| Q1 2023 | $67,172 | +1.4% | 436 | 0.0% | 0.04% | -12.2% |
| Q4 2022 | $66,229 | +12.3% | 436 | 0.0% | 0.05% | +14.0% |
| Q3 2022 | $59,000 | -6.3% | 436 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $63,000 | -11.3% | 436 | 0.0% | 0.04% | +4.8% |
| Q1 2022 | $71,000 | -5.3% | 436 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $75,000 | +11.9% | 436 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $67,000 | 0.0% | 436 | +0.2% | 0.04% | 0.0% |
| Q2 2021 | $67,000 | +4.7% | 435 | +0.2% | 0.04% | -7.0% |
| Q1 2021 | $64,000 | +4.9% | 434 | 0.0% | 0.04% | -2.3% |
| Q4 2020 | $61,000 | +8.9% | 434 | +0.5% | 0.04% | -4.3% |
| Q3 2020 | $56,000 | +12.0% | 432 | +0.2% | 0.05% | -2.1% |
| Q2 2020 | $50,000 | +13.6% | 431 | +0.2% | 0.05% | -7.8% |
| Q1 2020 | $44,000 | -18.5% | 430 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $54,000 | – | 430 | – | 0.05% | – |
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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% |