VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,971,231 | -5.3% | 12,687 | -1.0% | 0.83% | -2.6% |
| Q2 2023 | $2,081,537 | -14.9% | 12,815 | -19.3% | 0.85% | -16.8% |
| Q1 2023 | $2,446,753 | -26.7% | 15,887 | -27.8% | 1.03% | -29.8% |
| Q4 2022 | $3,339,828 | +9.8% | 21,994 | -2.2% | 1.46% | +1.4% |
| Q3 2022 | $3,041,000 | -23.0% | 22,497 | -18.3% | 1.44% | -21.6% |
| Q2 2022 | $3,951,000 | -28.9% | 27,539 | -14.9% | 1.84% | -26.4% |
| Q1 2022 | $5,560,000 | 0.0% | 32,372 | 0.0% | 2.50% | 0.0% |
| Q4 2021 | $5,560,000 | +9.2% | 32,372 | -2.3% | 2.50% | -12.8% |
| Q3 2021 | $5,092,000 | -2.3% | 33,148 | -1.6% | 2.86% | -5.9% |
| Q2 2021 | $5,213,000 | +15.6% | 33,681 | +13.5% | 3.04% | +3.9% |
| Q1 2021 | $4,510,000 | +24.2% | 29,679 | +16.4% | 2.93% | -6.1% |
| Q4 2020 | $3,630,000 | – | 25,489 | – | 3.12% | – |
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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% |