VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,495,743 | -3.2% | 9,626 | +1.2% | 0.75% | +0.4% |
| Q2 2023 | $1,545,545 | +17.6% | 9,515 | +11.5% | 0.75% | +11.0% |
| Q1 2023 | $1,314,062 | +2.8% | 8,532 | +1.4% | 0.68% | -2.2% |
| Q4 2022 | $1,278,117 | +11.5% | 8,417 | +0.7% | 0.69% | +0.4% |
| Q3 2022 | $1,146,000 | -8.6% | 8,357 | -4.4% | 0.69% | -4.2% |
| Q2 2022 | $1,254,000 | -8.7% | 8,740 | +4.5% | 0.72% | +8.1% |
| Q1 2022 | $1,373,000 | -3.1% | 8,361 | +1.4% | 0.66% | -5.6% |
| Q4 2021 | $1,417,000 | +9.5% | 8,248 | -1.1% | 0.70% | -3.3% |
| Q3 2021 | $1,294,000 | +0.4% | 8,336 | +0.1% | 0.73% | -1.9% |
| Q2 2021 | $1,289,000 | +0.4% | 8,330 | -0.8% | 0.74% | +4.7% |
| Q1 2021 | $1,284,000 | +8.4% | 8,396 | +0.1% | 0.71% | +3.7% |
| Q4 2020 | $1,184,000 | +19.5% | 8,388 | +8.9% | 0.68% | +7.1% |
| Q3 2020 | $991,000 | +9.7% | 7,701 | -0.1% | 0.64% | -1.1% |
| Q2 2020 | $903,000 | +14.4% | 7,708 | +1.0% | 0.64% | -4.3% |
| Q1 2020 | $789,000 | -14.1% | 7,630 | +3.6% | 0.67% | -8.7% |
| Q4 2019 | $918,000 | – | 7,364 | – | 0.74% | – |
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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% |