VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,279,216 | -6.5% | 8,233 | -2.2% | 0.92% | -3.5% |
| Q2 2023 | $1,367,717 | +9.0% | 8,420 | +3.4% | 0.95% | -8.3% |
| Q1 2023 | $1,254,465 | +2.5% | 8,145 | +1.0% | 1.04% | -4.2% |
| Q4 2022 | $1,224,178 | +16.0% | 8,062 | +3.3% | 1.09% | +3.1% |
| Q3 2022 | $1,055,000 | -1.3% | 7,803 | +4.7% | 1.05% | +1.4% |
| Q2 2022 | $1,069,000 | -11.2% | 7,451 | +0.4% | 1.04% | +2.0% |
| Q1 2022 | $1,204,000 | -5.3% | 7,423 | +0.3% | 1.02% | -3.5% |
| Q4 2021 | $1,271,000 | +14.1% | 7,399 | +2.1% | 1.06% | -1.4% |
| Q3 2021 | $1,114,000 | -14.5% | 7,249 | -13.9% | 1.07% | -7.2% |
| Q2 2021 | $1,303,000 | -1.6% | 8,420 | -6.5% | 1.15% | -3.6% |
| Q1 2021 | $1,324,000 | +19.8% | 9,003 | +15.0% | 1.20% | +1.0% |
| Q4 2020 | $1,105,000 | – | 7,832 | – | 1.18% | – |
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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% |