VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,791,634 | -4.3% | 37,274 | 0.0% | 5.86% | +1.7% |
| Q2 2023 | $6,054,416 | +5.5% | 37,274 | 0.0% | 5.76% | +6.7% |
| Q1 2023 | $5,740,569 | +0.3% | 37,274 | -1.1% | 5.40% | +10.4% |
| Q4 2022 | $5,724,289 | +12.1% | 37,697 | -0.2% | 4.89% | +1.7% |
| Q3 2022 | $5,107,000 | -16.7% | 37,787 | 0.0% | 4.81% | +1.9% |
| Q1 2022 | $6,128,000 | +48.1% | 37,787 | +56.8% | 4.72% | +60.6% |
| Q4 2021 | $4,139,000 | -24.0% | 24,100 | -32.0% | 2.94% | -31.5% |
| Q3 2021 | $5,448,000 | -0.8% | 35,466 | 0.0% | 4.29% | +1.4% |
| Q2 2021 | $5,490,000 | +5.3% | 35,466 | 0.0% | 4.23% | -1.1% |
| Q1 2021 | $5,216,000 | +4.2% | 35,466 | 0.0% | 4.28% | +152.2% |
| Q4 2020 | $5,007,000 | +9.7% | 35,466 | 0.0% | 1.70% | -10.9% |
| Q3 2020 | $4,563,000 | +7.0% | 35,466 | -2.6% | 1.90% | -12.8% |
| Q2 2020 | $4,265,000 | +13.3% | 36,399 | 0.0% | 2.18% | -10.1% |
| Q1 2020 | $3,763,000 | -17.1% | 36,399 | 0.0% | 2.43% | -14.7% |
| Q4 2019 | $4,537,000 | – | 36,399 | – | 2.85% | – |
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% |