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 | $7,402,297 | -5.8% | 47,640 | -1.5% | 7.16% | -1.5% |
| Q2 2023 | $7,857,797 | +11.7% | 48,377 | +5.9% | 7.27% | +4.7% |
| Q1 2023 | $7,035,110 | -2.0% | 45,680 | -3.3% | 6.94% | -5.1% |
| Q4 2022 | $7,175,882 | +11.1% | 47,256 | -1.1% | 7.32% | +8.8% |
| Q3 2022 | $6,460,000 | -6.0% | 47,796 | -0.3% | 6.72% | -0.1% |
| Q2 2022 | $6,875,000 | -12.6% | 47,916 | -1.3% | 6.73% | +2.4% |
| Q1 2022 | $7,869,000 | -5.8% | 48,523 | -0.2% | 6.57% | +1.1% |
| Q4 2021 | $8,352,000 | +8.2% | 48,626 | -3.2% | 6.50% | +0.7% |
| Q3 2021 | $7,716,000 | -0.6% | 50,234 | +0.2% | 6.46% | -2.0% |
| Q2 2021 | $7,764,000 | +6.4% | 50,157 | +1.1% | 6.59% | -1.6% |
| Q1 2021 | $7,299,000 | +3.9% | 49,629 | -0.3% | 6.69% | +2.5% |
| Q4 2020 | $7,026,000 | – | 49,773 | – | 6.53% | – |
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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% |