VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,182 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2020. The put-call ratio across all filers is 0.97 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,551,070 | -1.0% | 29,290 | +3.5% | 3.19% | +3.3% |
| Q2 2023 | $4,596,734 | +2.2% | 28,300 | -4.4% | 3.09% | -8.8% |
| Q4 2022 | $4,496,668 | +12.6% | 29,613 | +0.2% | 3.39% | +8.6% |
| Q3 2022 | $3,994,000 | -6.9% | 29,554 | -1.2% | 3.12% | -2.2% |
| Q2 2022 | $4,290,000 | -13.6% | 29,903 | -2.3% | 3.19% | +2.9% |
| Q1 2022 | $4,963,000 | -2.7% | 30,608 | +3.1% | 3.10% | +0.6% |
| Q4 2021 | $5,099,000 | +11.3% | 29,689 | -0.4% | 3.08% | +5.3% |
| Q3 2021 | $4,580,000 | +3.0% | 29,819 | +3.8% | 2.93% | +2.3% |
| Q2 2021 | $4,446,000 | +5.5% | 28,725 | +0.3% | 2.86% | -3.2% |
| Q1 2021 | $4,213,000 | +8.4% | 28,647 | +4.0% | 2.96% | +3.2% |
| Q4 2020 | $3,888,000 | +9.8% | 27,542 | +0.1% | 2.87% | +1.8% |
| Q3 2020 | $3,541,000 | +6.9% | 27,524 | -2.7% | 2.82% | -10.9% |
| Q2 2020 | $3,313,000 | +14.0% | 28,274 | +0.5% | 3.16% | -6.4% |
| Q1 2020 | $2,907,000 | -15.0% | 28,121 | +2.5% | 3.38% | +2.8% |
| Q4 2019 | $3,420,000 | – | 27,431 | – | 3.28% | – |
Download | ||||||
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% |