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 | $4,135,173 | -4.5% | 26,613 | -0.2% | 4.24% | +2.0% |
| Q2 2023 | $4,329,271 | +5.7% | 26,653 | -1.2% | 4.16% | +1.5% |
| Q1 2023 | $4,094,888 | -0.4% | 26,967 | -0.4% | 4.10% | -0.0% |
| Q4 2022 | $4,110,376 | +14.2% | 27,069 | +1.7% | 4.10% | +5.9% |
| Q3 2022 | $3,598,000 | -3.5% | 26,621 | +2.5% | 3.87% | -0.3% |
| Q2 2022 | $3,727,000 | -10.0% | 25,979 | +1.7% | 3.88% | +6.4% |
| Q1 2022 | $4,141,000 | -0.8% | 25,535 | +5.0% | 3.64% | -3.6% |
| Q4 2021 | $4,175,000 | – | 24,311 | – | 3.78% | – |
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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% |