VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,818 | -6.2% | 3,191 | -1.9% | 0.12% | -16.0% |
| Q2 2023 | $528,547 | -31.5% | 3,254 | -35.0% | 0.14% | -43.5% |
| Q1 2023 | $771,590 | -8.2% | 5,010 | -9.5% | 0.26% | -20.1% |
| Q4 2022 | $840,945 | +85.6% | 5,538 | +65.3% | 0.32% | +88.8% |
| Q3 2022 | $453,000 | -8.1% | 3,351 | -2.4% | 0.17% | -2.3% |
| Q2 2022 | $493,000 | -3.1% | 3,433 | +9.4% | 0.17% | +15.3% |
| Q1 2022 | $509,000 | -11.5% | 3,138 | -6.2% | 0.15% | -9.6% |
| Q4 2021 | $575,000 | +4.7% | 3,345 | -5.6% | 0.17% | -17.0% |
| Q2 2021 | $549,000 | -0.5% | 3,544 | -5.6% | 0.20% | -15.6% |
| Q1 2021 | $552,000 | +3.4% | 3,754 | -0.7% | 0.24% | -2.9% |
| Q4 2020 | $534,000 | – | 3,780 | – | 0.24% | – |
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% |