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 | $3,921 | -0.8% | 25,234 | +3.7% | 0.34% | +14.4% |
| Q2 2023 | $3,953 | +30.7% | 24,334 | +23.9% | 0.30% | +14.2% |
| Q1 2023 | $3,024 | +1.4% | 19,634 | 0.0% | 0.26% | -8.1% |
| Q4 2022 | $2,982 | -99.9% | 19,634 | 0.0% | 0.28% | -2.1% |
| Q3 2022 | $2,654,000 | -11.6% | 19,634 | -6.2% | 0.29% | +5.8% |
| Q2 2022 | $3,003,000 | -11.5% | 20,934 | 0.0% | 0.27% | +18.1% |
| Q1 2022 | $3,394,000 | +126.3% | 20,934 | +139.7% | 0.23% | +134.3% |
| Q4 2021 | $1,500,000 | +11.8% | 8,734 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $1,342,000 | -0.7% | 8,734 | 0.0% | 0.10% | +11.2% |
| Q2 2021 | $1,352,000 | – | 8,734 | – | 0.09% | – |
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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% |