VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,140,186 | -5.9% | 7,338 | -1.6% | 0.68% | -5.7% |
| Q2 2023 | $1,211,864 | -18.6% | 7,461 | -22.9% | 0.72% | -23.2% |
| Q1 2023 | $1,489,560 | -7.9% | 9,672 | -9.2% | 0.94% | -11.7% |
| Q4 2022 | $1,616,768 | +7.0% | 10,647 | -4.7% | 1.06% | -0.7% |
| Q3 2022 | $1,511,000 | -8.5% | 11,176 | -2.9% | 1.07% | -1.3% |
| Q2 2022 | $1,651,000 | -15.6% | 11,506 | +1.0% | 1.08% | +1.1% |
| Q4 2021 | $1,956,000 | +3.9% | 11,388 | -1.9% | 1.07% | -1.3% |
| Q1 2021 | $1,883,000 | – | 11,612 | – | 1.09% | – |
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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% |