VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,010,979 | -4.7% | 224,213 | -0.4% | 3.73% | -6.5% |
| Q2 2023 | $36,737,519 | -8.3% | 225,103 | -13.5% | 3.99% | -12.2% |
| Q1 2023 | $40,065,828 | +5.8% | 260,151 | +4.3% | 4.55% | -3.7% |
| Q4 2022 | $37,882,141 | +16.5% | 249,471 | +3.7% | 4.72% | -4.4% |
| Q3 2022 | $32,503,000 | -1.5% | 240,478 | +4.5% | 4.94% | -4.2% |
| Q2 2022 | $33,009,000 | -9.7% | 230,074 | +2.4% | 5.16% | -4.8% |
| Q1 2022 | $36,542,000 | -1.3% | 224,596 | +4.2% | 5.42% | -2.7% |
| Q4 2021 | $37,025,000 | +19.4% | 215,572 | +6.8% | 5.57% | +3.2% |
| Q3 2021 | $31,007,000 | +3.9% | 201,868 | +4.7% | 5.40% | -6.5% |
| Q2 2021 | $29,851,000 | +15.3% | 192,849 | +9.5% | 5.77% | +8.4% |
| Q1 2021 | $25,896,000 | +13.7% | 176,069 | +9.1% | 5.33% | -1.2% |
| Q4 2020 | $22,780,000 | +14.5% | 161,363 | +4.8% | 5.39% | -4.9% |
| Q3 2020 | $19,893,000 | +18.2% | 153,951 | +7.2% | 5.67% | +16.0% |
| Q2 2020 | $16,835,000 | +154.9% | 143,670 | +124.9% | 4.89% | +103.1% |
| Q1 2020 | $6,605,000 | +19.9% | 63,884 | +44.5% | 2.41% | +38.4% |
| Q4 2019 | $5,511,000 | – | 44,205 | – | 1.74% | – |
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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% |