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 | $17,865,552 | -3.1% | 114,980 | +1.3% | 10.90% | -2.0% |
| Q2 2023 | $18,433,814 | +8.9% | 113,488 | +3.2% | 11.12% | +0.4% |
| Q1 2023 | $16,932,127 | +6.0% | 109,941 | +4.5% | 11.08% | -0.9% |
| Q4 2022 | $15,969,873 | +9.5% | 105,169 | -2.6% | 11.18% | +3.0% |
| Q3 2022 | $14,591,000 | -7.0% | 107,956 | -1.3% | 10.85% | -1.9% |
| Q2 2022 | $15,695,000 | -11.7% | 109,394 | -0.2% | 11.06% | +2.5% |
| Q1 2022 | $17,780,000 | -3.1% | 109,642 | +2.6% | 10.79% | -1.0% |
| Q4 2021 | $18,348,000 | +9.7% | 106,829 | -1.9% | 10.90% | +2.3% |
| Q3 2021 | $16,721,000 | -3.8% | 108,859 | -3.0% | 10.66% | -2.8% |
| Q2 2021 | $17,378,000 | +0.8% | 112,270 | -4.2% | 10.97% | -6.4% |
| Q1 2021 | $17,245,000 | +1.7% | 117,246 | -2.4% | 11.72% | -4.7% |
| Q4 2020 | $16,953,000 | – | 120,092 | – | 12.30% | – |
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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% |