VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,702,471 | +1.9% | 36,700 | +6.6% | 0.22% | +4.8% |
| Q2 2023 | $5,593,925 | +10.0% | 34,439 | +4.3% | 0.21% | +4.5% |
| Q1 2023 | $5,083,725 | +131126.8% | 33,009 | +29.4% | 0.20% | -9.2% |
| Q4 2022 | $3,874 | -99.9% | 25,511 | -8.1% | 0.22% | -4.4% |
| Q3 2022 | $3,751,000 | -29.6% | 27,751 | -25.3% | 0.23% | +3.6% |
| Q2 2022 | $5,330,000 | -26.8% | 37,150 | -17.3% | 0.22% | +12.8% |
| Q1 2022 | $7,286,000 | -10.5% | 44,895 | -5.3% | 0.20% | +7.7% |
| Q4 2021 | $8,138,000 | +8.0% | 47,384 | -3.3% | 0.18% | -9.5% |
| Q3 2021 | $7,532,000 | -7.9% | 49,026 | -10.0% | 0.20% | -9.5% |
| Q2 2021 | $8,182,000 | -1.5% | 54,484 | -5.4% | 0.22% | 0.0% |
| Q1 2021 | $8,309,000 | – | 57,570 | – | 0.22% | – |
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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% |