VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,529 | -4.5% | 1,709 | -5.4% | 0.20% | +2.1% |
| Q1 2023 | $278,082 | +1.6% | 1,806 | +0.2% | 0.20% | -2.0% |
| Q4 2022 | $273,822 | +12.7% | 1,803 | +0.1% | 0.20% | +19.9% |
| Q3 2022 | $243,000 | -5.8% | 1,801 | +0.2% | 0.17% | +3.8% |
| Q2 2022 | $258,000 | -11.3% | 1,798 | +0.1% | 0.16% | +37.9% |
| Q1 2022 | $291,000 | -5.5% | 1,796 | +0.1% | 0.12% | -1.7% |
| Q4 2021 | $308,000 | – | 1,794 | – | 0.12% | – |
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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% |