VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,505,373 | -6.8% | 22,560 | -2.5% | 2.06% | -5.0% |
| Q2 2023 | $3,759,930 | +3.6% | 23,148 | -1.8% | 2.16% | -0.6% |
| Q1 2023 | $3,630,632 | +5.7% | 23,574 | +4.2% | 2.18% | -4.3% |
| Q4 2022 | $3,435,303 | +11.3% | 22,623 | +5.6% | 2.28% | +2.7% |
| Q2 2022 | $3,087,000 | -7.8% | 21,423 | +3.7% | 2.22% | -0.1% |
| Q1 2022 | $3,349,000 | -8.8% | 20,651 | -3.4% | 2.22% | -7.5% |
| Q4 2021 | $3,673,000 | – | 21,384 | – | 2.40% | – |
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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% |