VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,013,750 | -4.8% | 19,396 | -0.5% | 1.20% | -9.3% |
| Q2 2023 | $3,166,898 | +4.2% | 19,497 | -1.2% | 1.33% | +6.5% |
| Q1 2023 | $3,039,695 | -2.4% | 19,737 | -3.8% | 1.25% | +0.1% |
| Q4 2022 | $3,113,988 | +3.9% | 20,507 | -7.5% | 1.24% | -24.7% |
| Q3 2022 | $2,995,865 | -12.2% | 22,165 | -6.8% | 1.65% | -12.9% |
| Q2 2022 | $3,412,664 | -12.2% | 23,787 | -0.8% | 1.90% | +10.6% |
| Q1 2022 | $3,887,445 | -7.0% | 23,973 | -1.5% | 1.72% | +8.5% |
| Q4 2021 | $4,178,059 | – | 24,326 | – | 1.58% | – |
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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% |