VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,115,269 | -4.1% | 7,178 | +0.3% | 1.62% | +51.5% |
| Q2 2023 | $1,162,717 | +5.5% | 7,158 | 0.0% | 1.07% | -11.8% |
| Q1 2023 | $1,102,445 | +1.7% | 7,158 | +0.3% | 1.21% | -21.5% |
| Q4 2022 | $1,083,997 | +14.5% | 7,139 | +1.8% | 1.54% | +5.3% |
| Q3 2022 | $947,000 | -5.6% | 7,010 | +0.3% | 1.46% | +36.1% |
| Q2 2022 | $1,003,000 | -11.2% | 6,990 | +0.3% | 1.07% | +7.2% |
| Q1 2022 | $1,130,000 | -5.4% | 6,971 | +0.2% | 1.00% | -0.3% |
| Q4 2021 | $1,194,000 | +12.1% | 6,954 | +0.3% | 1.00% | +35.1% |
| Q3 2021 | $1,065,000 | -0.6% | 6,936 | +0.2% | 0.74% | -17.3% |
| Q2 2021 | $1,071,000 | +5.5% | 6,919 | +0.2% | 0.90% | +14.5% |
| Q1 2021 | $1,015,000 | +4.4% | 6,902 | +0.2% | 0.79% | -10.5% |
| Q4 2020 | $972,000 | – | 6,889 | – | 0.88% | – |
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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% |