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 | $21,554,284 | -22.5% | 138,720 | -19.0% | 5.63% | -20.9% |
| Q2 2023 | $27,801,230 | +6.1% | 171,158 | +0.6% | 7.11% | -1.9% |
| Q1 2023 | $26,196,645 | +4.1% | 170,097 | +2.7% | 7.25% | -4.9% |
| Q4 2022 | $25,154,830 | +18.6% | 165,656 | +5.5% | 7.62% | +8.3% |
| Q3 2022 | $21,214,000 | +0.3% | 156,954 | +6.5% | 7.04% | +2.5% |
| Q2 2022 | $21,144,000 | +4.8% | 147,376 | +18.5% | 6.87% | +11.2% |
| Q1 2022 | $20,170,000 | -0.4% | 124,386 | +5.5% | 6.17% | +0.4% |
| Q4 2021 | $20,248,000 | +16.0% | 117,895 | +3.8% | 6.15% | -0.5% |
| Q3 2021 | $17,448,000 | +0.7% | 113,595 | +1.5% | 6.18% | -3.7% |
| Q2 2021 | $17,330,000 | -0.2% | 111,959 | -5.1% | 6.42% | -14.3% |
| Q1 2021 | $17,360,000 | – | 118,029 | – | 7.49% | – |
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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% |