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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $3,289,167 | -4.1% | 20,250 | -9.1% | 2.87% | -3.3% |
Q1 2023 | $3,430,226 | +100463.6% | 22,273 | -0.8% | 2.97% | -1.7% |
Q4 2022 | $3,411 | -99.9% | 22,461 | -1.8% | 3.02% | +10.9% |
Q3 2022 | $3,091,000 | +30.0% | 22,869 | +38.0% | 2.72% | +37.0% |
Q2 2022 | $2,377,000 | -9.0% | 16,571 | +2.9% | 1.99% | +1.2% |
Q1 2022 | $2,612,000 | -35.9% | 16,109 | -32.1% | 1.97% | -34.9% |
Q4 2021 | $4,076,000 | -4.5% | 23,731 | -14.6% | 3.02% | -5.9% |
Q3 2021 | $4,268,000 | -3.9% | 27,784 | -3.1% | 3.21% | -0.9% |
Q2 2021 | $4,440,000 | – | 28,686 | – | 3.24% | – |
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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% |