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 | $63,737 | -4.0% | 410 | +0.2% | 0.03% | 0.0% |
| Q2 2023 | $66,410 | -2.6% | 409 | -7.7% | 0.03% | -11.1% |
| Q1 2023 | $68,204 | -39.4% | 443 | -40.2% | 0.04% | -44.6% |
| Q4 2022 | $112,591 | +12.6% | 741 | +0.1% | 0.06% | +10.2% |
| Q3 2022 | $100,000 | +29.9% | 740 | +38.6% | 0.06% | +22.9% |
| Q2 2022 | $77,000 | -11.5% | 534 | 0.0% | 0.05% | +11.6% |
| Q1 2022 | $87,000 | -15.5% | 534 | -10.6% | 0.04% | -12.2% |
| Q4 2021 | $103,000 | +128.9% | 597 | +101.7% | 0.05% | +75.0% |
| Q3 2021 | $45,000 | +21.6% | 296 | +25.4% | 0.03% | +21.7% |
| Q2 2021 | $37,000 | +5.7% | 236 | 0.0% | 0.02% | -11.5% |
| Q1 2021 | $35,000 | +75.0% | 236 | +69.8% | 0.03% | +62.5% |
| Q4 2020 | $20,000 | +11.1% | 139 | +0.7% | 0.02% | -11.1% |
| Q3 2020 | $18,000 | – | 138 | – | 0.02% | – |
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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% |