VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,014 | -6.1% | 5,384 | -2.1% | 0.51% | -4.9% |
| Q2 2023 | $888,472 | +7.5% | 5,500 | +2.5% | 0.53% | +6.6% |
| Q1 2023 | $826,262 | +0.9% | 5,365 | -0.5% | 0.50% | -10.4% |
| Q4 2022 | $819,143 | +10.0% | 5,394 | -2.1% | 0.56% | -9.4% |
| Q3 2022 | $745,000 | -6.6% | 5,512 | -0.9% | 0.62% | -9.8% |
| Q2 2022 | $798,000 | -18.3% | 5,560 | -8.4% | 0.68% | -21.3% |
| Q1 2022 | $977,000 | +280.2% | 6,068 | +305.6% | 0.87% | +248.6% |
| Q4 2021 | $257,000 | – | 1,496 | – | 0.25% | – |
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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% |