VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,200,939 | -3.5% | 232,984 | +0.9% | 11.22% | +1.0% |
| Q2 2023 | $37,516,089 | +7.5% | 230,968 | +1.9% | 11.11% | +3.3% |
| Q1 2023 | $34,914,474 | +9.2% | 226,703 | +7.7% | 10.76% | +0.6% |
| Q4 2022 | $31,970,304 | +16.2% | 210,539 | +3.4% | 10.70% | -9.7% |
| Q3 2022 | $27,512,000 | +14.4% | 203,549 | +21.4% | 11.85% | +7.6% |
| Q2 2022 | $24,059,000 | -10.2% | 167,691 | +1.5% | 11.01% | -1.1% |
| Q1 2022 | $26,794,000 | +14.3% | 165,231 | +21.1% | 11.13% | +4.5% |
| Q4 2021 | $23,443,000 | +9.4% | 136,495 | -2.2% | 10.64% | -9.5% |
| Q3 2021 | $21,433,000 | +1.8% | 139,540 | +2.6% | 11.76% | -2.8% |
| Q2 2021 | $21,056,000 | +6.8% | 136,029 | +1.4% | 12.10% | -6.6% |
| Q1 2021 | $19,721,000 | +3.3% | 134,086 | -0.8% | 12.96% | -4.2% |
| Q4 2020 | $19,090,000 | – | 135,224 | – | 13.54% | – |
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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% |