VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,516,855 | +4.1% | 9,762 | +8.8% | 0.40% | +4.1% |
| Q2 2023 | $1,457,160 | -10.5% | 8,971 | -15.2% | 0.39% | -15.4% |
| Q1 2023 | $1,628,348 | +3.1% | 10,573 | +1.7% | 0.46% | -3.4% |
| Q4 2022 | $1,578,726 | +16.4% | 10,397 | +3.6% | 0.47% | +8.0% |
| Q3 2022 | $1,356,000 | -12.8% | 10,033 | -7.4% | 0.44% | -10.3% |
| Q2 2022 | $1,555,000 | -99.9% | 10,840 | +3.0% | 0.49% | +0.4% |
| Q1 2022 | $1,706,000,000 | -19.4% | 10,524 | -14.6% | 0.48% | -64.8% |
| Q4 2021 | $2,117,000,000 | +152202.2% | 12,328 | +30.4% | 1.38% | +155.2% |
| Q1 2021 | $1,390,000 | +58.7% | 9,452 | +52.3% | 0.54% | +42.9% |
| Q4 2020 | $876,000 | +73.5% | 6,206 | +58.0% | 0.38% | +40.0% |
| Q3 2020 | $505,000 | +28.5% | 3,929 | +17.2% | 0.27% | -22.0% |
| Q2 2020 | $393,000 | +12.6% | 3,352 | -0.6% | 0.35% | -7.2% |
| Q1 2020 | $349,000 | -16.9% | 3,371 | 0.0% | 0.37% | -7.9% |
| Q4 2019 | $420,000 | – | 3,371 | – | 0.40% | – |
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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% |