VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,879 | -3.4% | 2,677 | +0.9% | 0.26% | -4.4% |
| Q2 2023 | $430,688 | +26.8% | 2,652 | +20.2% | 0.27% | +14.3% |
| Q1 2023 | $339,673 | +1.4% | 2,206 | +10.3% | 0.24% | -15.1% |
| Q4 2022 | $334,909 | +10.9% | 2,000 | 0.0% | 0.28% | +5.3% |
| Q3 2022 | $302,000 | +1.3% | 2,000 | 0.0% | 0.26% | +1.9% |
| Q2 2022 | $298,000 | -11.6% | 2,000 | 0.0% | 0.26% | +8.3% |
| Q1 2022 | $337,000 | -5.6% | 2,000 | 0.0% | 0.24% | -2.0% |
| Q4 2021 | $357,000 | +11.9% | 2,000 | -3.8% | 0.24% | +3.8% |
| Q3 2021 | $319,000 | -0.9% | 2,078 | 0.0% | 0.24% | +5.4% |
| Q2 2021 | $322,000 | +7.3% | 2,078 | +3.5% | 0.22% | 0.0% |
| Q1 2021 | $300,000 | +6.0% | 2,008 | 0.0% | 0.22% | +0.9% |
| Q4 2020 | $283,000 | – | 2,008 | – | 0.22% | – |
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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% |