VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,021,201 | -4.6% | 58,058 | -0.3% | 0.95% | -1.8% |
| Q2 2023 | $9,456,963 | -5.7% | 58,223 | -93.4% | 0.96% | +72.0% |
| Q1 2023 | $10,032,865 | -6.2% | 878,149 | +1146.6% | 0.56% | +17.2% |
| Q4 2022 | $10,697,258 | +70.0% | 70,446 | +51.3% | 0.48% | +28.8% |
| Q3 2022 | $6,291,000 | -4.8% | 46,546 | +2.0% | 0.37% | -36.8% |
| Q2 2022 | $6,607,000 | -29.1% | 45,614 | -20.6% | 0.59% | +11.8% |
| Q1 2022 | $9,314,000 | +203.6% | 57,437 | +221.5% | 0.52% | +102.7% |
| Q4 2021 | $3,068,000 | +31.3% | 17,865 | +12.4% | 0.26% | +38.5% |
| Q1 2021 | $2,337,000 | +0.1% | 15,888 | -3.9% | 0.19% | -13.0% |
| Q4 2020 | $2,334,000 | – | 16,531 | – | 0.22% | – |
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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% |