VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,628,227 | -2.4% | 10,479 | +2.1% | 2.02% | -10.2% |
| Q2 2023 | $1,667,831 | +17.4% | 10,268 | +11.3% | 2.25% | +10.2% |
| Q1 2023 | $1,421,204 | +13.5% | 9,228 | +11.9% | 2.04% | +5.4% |
| Q4 2022 | $1,252,307 | +105.6% | 8,247 | +107.5% | 1.93% | +112.3% |
| Q2 2022 | $609,000 | +53.0% | 3,975 | +62.1% | 0.91% | +69.6% |
| Q1 2022 | $398,000 | +32.7% | 2,452 | +40.3% | 0.54% | +38.8% |
| Q4 2021 | $300,000 | +11.9% | 1,748 | 0.0% | 0.39% | +3.8% |
| Q3 2021 | $268,000 | +0.8% | 1,748 | +1.7% | 0.37% | -0.8% |
| Q2 2021 | $266,000 | +5.1% | 1,718 | 0.0% | 0.38% | -5.1% |
| Q1 2021 | $253,000 | – | 1,718 | – | 0.40% | – |
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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% |