VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,554 | -4.3% | 2,166 | 0.0% | 0.06% | -6.7% |
| Q2 2023 | $351,824 | +5.9% | 2,166 | +0.4% | 0.06% | -9.1% |
| Q1 2023 | $332,200 | +1.4% | 2,157 | 0.0% | 0.07% | -13.2% |
| Q4 2022 | $327,541 | +23.6% | 2,157 | +10.1% | 0.08% | -10.6% |
| Q3 2022 | $264,914 | -23.5% | 1,960 | -18.8% | 0.08% | -47.5% |
| Q2 2022 | $346,337 | +35.1% | 2,414 | +52.7% | 0.16% | +31.7% |
| Q1 2022 | $256,375 | +5.0% | 1,581 | +11.2% | 0.12% | +13.9% |
| Q4 2021 | $244,229 | – | 1,422 | – | 0.11% | – |
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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% |