VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,160,289 | -6.1% | 33,211 | -1.8% | 2.62% | -8.4% |
| Q2 2023 | $5,493,523 | +5.1% | 33,821 | -0.4% | 2.86% | +0.8% |
| Q1 2023 | $5,227,848 | +0.4% | 33,952 | -1.0% | 2.84% | -4.9% |
| Q4 2022 | $5,204,958 | +10.5% | 34,297 | -1.6% | 2.98% | +8.5% |
| Q3 2022 | $4,711,000 | -4.9% | 34,850 | +1.1% | 2.75% | -0.6% |
| Q2 2022 | $4,952,000 | -5.5% | 34,457 | +7.2% | 2.77% | +10.1% |
| Q1 2022 | $5,238,000 | -4.6% | 32,157 | +0.6% | 2.51% | -2.4% |
| Q4 2021 | $5,489,000 | +13.4% | 31,958 | +1.7% | 2.58% | +2.8% |
| Q3 2021 | $4,841,000 | +5.1% | 31,437 | +5.6% | 2.50% | +3.0% |
| Q2 2021 | $4,608,000 | +8.2% | 29,768 | +3.1% | 2.43% | -1.4% |
| Q1 2021 | $4,258,000 | +8.6% | 28,885 | +4.0% | 2.47% | +0.1% |
| Q4 2020 | $3,920,000 | – | 27,766 | – | 2.46% | – |
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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% |