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 | $594,795 | -11.6% | 3,828 | -7.6% | 0.26% | -10.8% |
| Q2 2023 | $673,110 | +32.9% | 4,144 | +26.0% | 0.29% | +15.2% |
| Q1 2023 | $506,539 | +7.8% | 3,289 | +6.3% | 0.25% | -4.6% |
| Q4 2022 | $469,672 | +13.7% | 3,093 | +1.2% | 0.26% | -3.7% |
| Q3 2022 | $413,000 | +9.8% | 3,056 | +16.6% | 0.27% | +7.5% |
| Q2 2022 | $376,000 | -43.5% | 2,622 | -36.1% | 0.25% | -51.3% |
| Q1 2022 | $666,000 | +21.8% | 4,106 | +29.0% | 0.52% | +50.9% |
| Q4 2021 | $547,000 | – | 3,184 | – | 0.34% | – |
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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% |