VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,609,271 | -4.3% | 10,357 | +0.6% | 0.85% | -4.8% |
| Q2 2023 | $1,682,306 | +4.0% | 10,295 | -2.0% | 0.89% | -2.7% |
| Q1 2023 | $1,617,413 | -1.0% | 10,502 | +0.5% | 0.91% | -7.4% |
| Q4 2022 | $1,634,065 | +14.7% | 10,454 | +2.2% | 0.99% | +5.0% |
| Q3 2022 | $1,425,000 | -7.6% | 10,233 | -4.6% | 0.94% | -14.3% |
| Q2 2022 | $1,543,000 | -6.4% | 10,722 | -0.5% | 1.10% | -4.4% |
| Q1 2022 | $1,648,000 | 0.0% | 10,774 | +4.0% | 1.15% | +8.5% |
| Q4 2021 | $1,648,000 | – | 10,361 | – | 1.06% | – |
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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% |