VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,412,190 | -14.9% | 92,754 | -11.1% | 6.97% | -14.0% |
| Q2 2023 | $16,939,611 | +6.4% | 104,289 | +0.9% | 8.10% | -4.5% |
| Q1 2023 | $15,915,345 | +0.3% | 103,340 | -1.1% | 8.48% | -3.3% |
| Q4 2022 | $15,870,843 | +3.8% | 104,517 | -2.7% | 8.77% | +5.7% |
| Q3 2022 | $15,289,000 | -2.2% | 107,465 | -1.3% | 8.30% | -2.5% |
| Q2 2022 | $15,625,000 | -9.4% | 108,910 | +2.4% | 8.51% | +8.5% |
| Q1 2022 | $17,241,000 | +25.4% | 106,323 | +32.4% | 7.84% | +34.5% |
| Q4 2021 | $13,744,000 | +5.0% | 80,282 | +0.7% | 5.83% | +2.2% |
| Q3 2021 | $13,092,000 | +17.1% | 79,705 | +12.1% | 5.70% | +8.3% |
| Q2 2021 | $11,182,000 | – | 71,096 | – | 5.27% | – |
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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% |