VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,167,812 | -3.9% | 26,823 | +0.5% | 2.48% | +0.7% |
| Q2 2023 | $4,336,305 | +5.6% | 26,696 | +0.2% | 2.46% | +0.4% |
| Q1 2023 | $4,105,207 | +5.7% | 26,655 | +4.2% | 2.45% | -10.7% |
| Q4 2022 | $3,885,120 | +12.5% | 25,585 | +0.2% | 2.75% | -8.1% |
| Q3 2022 | $3,452,000 | -4.5% | 25,541 | +1.3% | 2.99% | -3.1% |
| Q2 2022 | $3,616,000 | -4.5% | 25,204 | +7.9% | 3.08% | +0.4% |
| Q1 2022 | $3,787,000 | -9.1% | 23,355 | -3.7% | 3.07% | -4.7% |
| Q4 2021 | $4,164,000 | – | 24,243 | – | 3.22% | – |
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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% |