VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,116 | -83.3% | 1,378 | -82.5% | 0.06% | -83.1% |
| Q2 2023 | $1,280,484 | +5.5% | 7,883 | 0.0% | 0.33% | -4.6% |
| Q1 2023 | $1,214,107 | +1.0% | 7,883 | -0.4% | 0.35% | -7.7% |
| Q4 2022 | $1,202,394 | +13.0% | 7,918 | +0.6% | 0.38% | +2.7% |
| Q3 2022 | $1,064,000 | -5.3% | 7,872 | +0.5% | 0.37% | -5.2% |
| Q2 2022 | $1,124,000 | +212.2% | 7,834 | +252.6% | 0.39% | +261.7% |
| Q1 2022 | $360,000 | -5.3% | 2,222 | +0.4% | 0.11% | -13.7% |
| Q4 2021 | $380,000 | +12.4% | 2,213 | +0.5% | 0.12% | +1.6% |
| Q3 2021 | $338,000 | -0.3% | 2,202 | +0.4% | 0.12% | -0.8% |
| Q2 2021 | $339,000 | +5.6% | 2,193 | +0.5% | 0.12% | -2.4% |
| Q1 2021 | $321,000 | +4.6% | 2,183 | +0.4% | 0.13% | -14.3% |
| Q4 2020 | $307,000 | +10.8% | 2,175 | +0.9% | 0.15% | -8.1% |
| Q3 2020 | $277,000 | +10.4% | 2,156 | +0.5% | 0.16% | +3.2% |
| Q2 2020 | $251,000 | +13.1% | 2,145 | 0.0% | 0.16% | -11.9% |
| Q1 2020 | $222,000 | -39.3% | 2,145 | -26.9% | 0.18% | -19.3% |
| Q4 2019 | $366,000 | – | 2,936 | – | 0.22% | – |
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% |