VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,190,582 | -7.6% | 20,534 | -3.4% | 0.66% | -7.1% |
| Q2 2023 | $3,453,861 | +2.5% | 21,264 | -2.8% | 0.72% | -3.8% |
| Q1 2023 | $3,367,995 | +0.2% | 21,869 | -1.2% | 0.74% | -4.9% |
| Q4 2022 | $3,362,024 | +6.4% | 22,140 | -5.3% | 0.78% | -1.4% |
| Q3 2022 | $3,159,000 | -10.3% | 23,369 | -4.7% | 0.79% | -7.7% |
| Q2 2022 | $3,520,000 | -14.1% | 24,532 | -2.9% | 0.86% | -18.7% |
| Q1 2022 | $4,096,000 | -5.3% | 25,258 | +0.2% | 1.06% | -7.9% |
| Q4 2021 | $4,327,000 | +8.4% | 25,196 | -3.0% | 1.15% | -0.7% |
| Q3 2021 | $3,991,000 | -5.1% | 25,980 | -0.9% | 1.16% | -4.9% |
| Q2 2021 | $4,205,000 | +0.5% | 26,206 | -7.9% | 1.22% | -8.2% |
| Q1 2021 | $4,185,000 | -61.8% | 28,453 | -63.3% | 1.32% | -63.5% |
| Q4 2020 | $10,949,000 | – | 77,557 | – | 3.62% | – |
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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% |