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 | $1,599,948 | +0.9% | 10,297 | +5.5% | 1.12% | +5.6% |
| Q2 2023 | $1,585,480 | +4.2% | 9,761 | -1.2% | 1.06% | +3.7% |
| Q1 2023 | $1,521,619 | -5.8% | 9,880 | -7.1% | 1.03% | -6.0% |
| Q4 2022 | $1,615,077 | +12.2% | 10,636 | -0.1% | 1.09% | +10.1% |
| Q3 2022 | $1,439,000 | -8.5% | 10,644 | -2.9% | 0.99% | -8.2% |
| Q2 2022 | $1,573,000 | -13.2% | 10,961 | -2.0% | 1.08% | +3.6% |
| Q1 2022 | $1,813,000 | -5.4% | 11,183 | +0.2% | 1.04% | -7.5% |
| Q4 2021 | $1,916,000 | – | 11,157 | – | 1.13% | – |
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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% |