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 | $1,561,891 | -2.8% | 10,052 | +1.6% | 0.73% | +0.4% |
| Q2 2023 | $1,607,045 | +7.0% | 9,894 | +1.5% | 0.73% | +0.7% |
| Q1 2023 | $1,501,780 | +2.5% | 9,751 | +1.0% | 0.73% | -3.5% |
| Q4 2022 | $1,465,499 | +15.3% | 9,651 | +2.7% | 0.75% | +6.1% |
| Q3 2022 | $1,271,000 | +4.9% | 9,401 | +11.2% | 0.71% | +9.8% |
| Q2 2022 | $1,212,000 | -14.5% | 8,451 | -3.3% | 0.65% | -0.6% |
| Q1 2022 | $1,417,000 | -6.5% | 8,739 | -1.0% | 0.65% | -1.7% |
| Q4 2021 | $1,516,000 | +11.8% | 8,825 | -0.0% | 0.66% | +0.6% |
| Q3 2021 | $1,356,000 | -0.9% | 8,826 | -0.2% | 0.66% | -0.6% |
| Q2 2021 | $1,369,000 | +4.8% | 8,844 | -0.4% | 0.66% | -1.8% |
| Q1 2021 | $1,306,000 | +1.0% | 8,878 | -3.1% | 0.67% | -0.7% |
| Q4 2020 | $1,293,000 | +8.6% | 9,164 | -1.0% | 0.68% | -1.3% |
| Q3 2020 | $1,191,000 | +9.1% | 9,258 | -0.7% | 0.69% | -3.1% |
| Q2 2020 | $1,092,000 | +11.1% | 9,320 | -2.0% | 0.71% | -8.9% |
| Q1 2020 | $983,000 | -16.3% | 9,512 | +0.9% | 0.78% | +17.7% |
| Q4 2019 | $1,174,000 | +3.7% | 9,424 | -0.5% | 0.66% | -11.7% |
| Q3 2019 | $1,132,000 | +5.3% | 9,473 | +1.5% | 0.75% | +2.2% |
| Q2 2019 | $1,075,000 | +3.7% | 9,335 | -1.4% | 0.73% | -2.0% |
| Q1 2019 | $1,037,000 | +13.8% | 9,463 | +1.7% | 0.75% | -2.1% |
| Q4 2018 | $911,000 | – | 9,309 | – | 0.76% | – |
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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% |