VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $837,964 | -4.3% | 5,393 | 0.0% | 0.57% | -11.8% |
| Q2 2023 | $875,985 | +7.2% | 5,393 | +1.6% | 0.64% | +1.6% |
| Q1 2023 | $817,485 | +9.6% | 5,308 | +8.1% | 0.63% | -0.3% |
| Q4 2022 | $745,735 | +6.2% | 4,911 | -5.4% | 0.64% | -4.7% |
| Q3 2022 | $702,000 | -5.8% | 5,194 | 0.0% | 0.67% | -2.2% |
| Q2 2022 | $745,000 | -13.0% | 5,194 | -1.6% | 0.68% | +49.3% |
| Q1 2022 | $856,000 | -9.9% | 5,281 | -4.5% | 0.46% | -4.6% |
| Q4 2021 | $950,000 | – | 5,531 | – | 0.48% | – |
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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% |