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 | $860 | +18.6% | 5,533 | +23.9% | 0.63% | +23.4% |
| Q2 2023 | $725 | +5.5% | 4,464 | +0.1% | 0.51% | -2.9% |
| Q1 2023 | $687 | +1.9% | 4,459 | +0.4% | 0.52% | -2.2% |
| Q4 2022 | $674 | -99.9% | 4,440 | +0.2% | 0.54% | +2.3% |
| Q3 2022 | $599,000 | -5.7% | 4,431 | +0.1% | 0.52% | -2.8% |
| Q2 2022 | $635,000 | -10.8% | 4,426 | +0.8% | 0.54% | +9.6% |
| Q1 2022 | $712,000 | +15.0% | 4,390 | +21.7% | 0.49% | +18.9% |
| Q4 2021 | $619,000 | – | 3,607 | – | 0.41% | – |
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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% |