VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,614 | -4.6% | 3,052 | +0.1% | 0.17% | -1.8% |
| Q2 2023 | $495,241 | +5.5% | 3,049 | 0.0% | 0.17% | +3.6% |
| Q1 2023 | $469,569 | +0.7% | 3,049 | +0.0% | 0.16% | -5.7% |
| Q4 2022 | $466,279 | +123.1% | 3,048 | +97.2% | 0.18% | +96.6% |
| Q3 2022 | $209,000 | -5.9% | 1,546 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $222,000 | -12.3% | 1,546 | 0.0% | 0.09% | +1.1% |
| Q1 2022 | $253,000 | -4.9% | 1,546 | 0.0% | 0.09% | -9.2% |
| Q4 2021 | $266,000 | +12.2% | 1,546 | 0.0% | 0.10% | -9.3% |
| Q3 2021 | $237,000 | -6.7% | 1,546 | -5.6% | 0.11% | -12.9% |
| Q2 2021 | $254,000 | +5.4% | 1,638 | 0.0% | 0.12% | -14.5% |
| Q1 2021 | $241,000 | +4.3% | 1,638 | 0.0% | 0.14% | -13.2% |
| Q4 2020 | $231,000 | +9.5% | 1,638 | 0.0% | 0.17% | -20.9% |
| Q3 2020 | $211,000 | – | 1,638 | – | 0.21% | – |
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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% |