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 | $25,972,231 | +220.8% | 166,892 | +228.7% | 1.30% | +24.7% |
| Q2 2023 | $8,095,061 | -68.5% | 50,778 | -69.2% | 1.04% | -19.3% |
| Q1 2023 | $25,691,446 | -10.6% | 164,649 | -13.0% | 1.29% | -3.4% |
| Q4 2022 | $28,740,965 | +21.9% | 189,272 | +8.5% | 1.33% | -5.4% |
| Q3 2022 | $23,586,000 | -12.2% | 174,508 | -6.8% | 1.41% | -9.3% |
| Q2 2022 | $26,877,000 | +1.2% | 187,332 | +14.4% | 1.56% | +60.0% |
| Q1 2022 | $26,562,000 | -29.9% | 163,803 | -25.7% | 0.97% | -29.8% |
| Q4 2021 | $37,867,000 | – | 220,475 | – | 1.38% | – |
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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% |