VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,721 | -4.3% | 2,225 | 0.0% | 0.22% | -1.4% |
| Q2 2023 | $361,407 | +7.4% | 2,225 | +1.8% | 0.22% | -2.2% |
| Q1 2023 | $336,512 | -3.6% | 2,185 | -5.0% | 0.23% | -14.3% |
| Q4 2022 | $349,255 | +27.0% | 2,300 | +28.3% | 0.26% | -2.9% |
| Q3 2022 | $275,000 | 0.0% | 1,793 | 0.0% | 0.27% | 0.0% |
| Q2 2022 | $275,000 | -24.7% | 1,793 | -20.2% | 0.27% | -8.7% |
| Q1 2022 | $365,000 | -3.4% | 2,248 | +2.3% | 0.30% | -4.2% |
| Q4 2021 | $378,000 | +37.5% | 2,198 | +22.6% | 0.31% | +14.3% |
| Q3 2021 | $275,000 | -1.1% | 1,793 | 0.0% | 0.27% | +0.4% |
| Q2 2021 | $278,000 | +0.4% | 1,793 | 0.0% | 0.27% | -1.1% |
| Q1 2021 | $277,000 | +11.7% | 1,793 | +2.0% | 0.28% | +16.0% |
| Q4 2020 | $248,000 | – | 1,758 | – | 0.24% | – |
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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% |