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 | $9,029,925 | -4.6% | 58,115 | +1.8% | 1.82% | +0.6% |
Q2 2023 | $9,465,613 | +4.5% | 57,087 | -2.9% | 1.81% | -3.3% |
Q1 2023 | $9,057,851 | +1.3% | 58,813 | -0.1% | 1.87% | -3.2% |
Q4 2022 | $8,940,573 | +12.7% | 58,878 | +0.3% | 1.94% | +8.6% |
Q3 2022 | $7,936,000 | -5.8% | 58,717 | -0.1% | 1.78% | -4.0% |
Q2 2022 | $8,429,000 | -13.4% | 58,749 | -2.1% | 1.86% | -1.9% |
Q1 2022 | $9,730,000 | -6.5% | 59,999 | -1.0% | 1.89% | -5.6% |
Q4 2021 | $10,410,000 | +11.8% | 60,610 | -0.0% | 2.01% | +7.3% |
Q3 2021 | $9,314,000 | -2.3% | 60,637 | -1.5% | 1.87% | +2.5% |
Q2 2021 | $9,531,000 | +12.7% | 61,571 | +7.0% | 1.82% | +3.3% |
Q1 2021 | $8,460,000 | +0.6% | 57,517 | -3.4% | 1.76% | +0.7% |
Q4 2020 | $8,406,000 | – | 59,543 | – | 1.75% | – |
Download |
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% |