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 | $319,969 | +6.0% | 2,059 | +10.8% | 0.18% | -4.9% |
| Q2 2023 | $301,907 | +5.5% | 1,859 | 0.0% | 0.18% | -2.6% |
| Q1 2023 | $286,257 | +1.7% | 1,859 | +0.3% | 0.19% | -15.2% |
| Q4 2022 | $281,358 | +12.5% | 1,853 | +0.4% | 0.22% | +5.7% |
| Q3 2022 | $250,000 | -13.2% | 1,846 | -8.0% | 0.21% | -7.4% |
| Q2 2022 | $288,000 | -3.4% | 2,007 | +9.4% | 0.23% | +19.3% |
| Q1 2022 | $298,000 | -5.1% | 1,835 | +0.3% | 0.19% | -2.5% |
| Q4 2021 | $314,000 | +12.1% | 1,830 | +0.3% | 0.20% | +6.5% |
| Q3 2021 | $280,000 | -0.7% | 1,825 | +0.3% | 0.18% | -2.1% |
| Q2 2021 | $282,000 | +2.9% | 1,820 | -2.4% | 0.19% | -8.7% |
| Q1 2021 | $274,000 | -12.5% | 1,865 | -16.0% | 0.21% | -18.2% |
| Q4 2020 | $313,000 | – | 2,220 | – | 0.25% | – |
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% |