VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $942,458 | -5.7% | 6,066 | -1.4% | 0.23% | +1.3% |
Q2 2023 | $999,112 | +3.6% | 6,151 | -1.7% | 0.22% | -3.0% |
Q1 2023 | $964,108 | -2.0% | 6,260 | -3.4% | 0.23% | -3.7% |
Q4 2022 | $983,519 | +13.2% | 6,477 | +0.7% | 0.24% | +6.6% |
Q3 2022 | $869,000 | -49.0% | 6,433 | -45.8% | 0.23% | -27.8% |
Q2 2022 | $1,703,000 | -0.4% | 11,869 | +12.6% | 0.31% | +7.6% |
Q1 2022 | $1,710,000 | +11.0% | 10,544 | +5.1% | 0.29% | +4.7% |
Q3 2021 | $1,541,000 | -3.7% | 10,032 | -3.0% | 0.28% | -7.3% |
Q2 2021 | $1,601,000 | +14.9% | 10,342 | +9.3% | 0.30% | +3.8% |
Q1 2021 | $1,393,000 | +1.3% | 9,466 | -2.8% | 0.29% | -6.5% |
Q4 2020 | $1,375,000 | +0.9% | 9,741 | -8.0% | 0.31% | -12.0% |
Q3 2020 | $1,363,000 | +9.6% | 10,593 | -0.2% | 0.35% | -25.5% |
Q2 2020 | $1,244,000 | +20.7% | 10,618 | +6.5% | 0.47% | +4.0% |
Q1 2020 | $1,031,000 | +6.4% | 9,974 | +28.3% | 0.45% | +18.0% |
Q4 2019 | $969,000 | – | 7,772 | – | 0.38% | – |
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% |