VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,144,101 | -8.9% | 20,396 | -4.0% | 1.04% | -13.5% |
| Q2 2023 | $3,452,065 | +2.4% | 21,254 | -2.9% | 1.20% | -11.2% |
| Q1 2023 | $3,371,294 | -3.2% | 21,893 | -3.9% | 1.35% | -12.6% |
| Q4 2022 | $3,481,589 | +6.3% | 22,793 | -1.0% | 1.55% | -4.1% |
| Q3 2022 | $3,274,000 | -3.6% | 23,014 | -1.8% | 1.62% | -10.5% |
| Q2 2022 | $3,395,000 | -10.3% | 23,442 | +0.9% | 1.80% | -6.1% |
| Q1 2022 | $3,785,000 | -4.8% | 23,225 | +0.6% | 1.92% | +5.4% |
| Q4 2021 | $3,977,000 | +13.2% | 23,096 | +1.1% | 1.82% | +2.5% |
| Q3 2021 | $3,513,000 | -0.1% | 22,851 | +1.9% | 1.78% | -0.4% |
| Q2 2021 | $3,515,000 | -1.2% | 22,429 | -2.8% | 1.79% | -3.0% |
| Q1 2021 | $3,557,000 | +12.0% | 23,076 | +3.2% | 1.84% | -5.7% |
| Q4 2020 | $3,176,000 | – | 22,365 | – | 1.96% | – |
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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% |