VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,326 | -6.5% | 368,941 | -2.2% | 0.22% | -10.3% |
| Q2 2023 | $61,306 | -1.8% | 377,429 | -6.9% | 0.24% | -14.4% |
| Q1 2023 | $62,458 | -12.1% | 405,543 | -13.3% | 0.28% | -20.2% |
| Q4 2022 | $71,042 | -99.9% | 467,848 | +6.8% | 0.36% | +1.4% |
| Q3 2022 | $59,210,000 | -11.2% | 438,073 | -5.7% | 0.35% | -14.0% |
| Q2 2022 | $66,655,000 | -14.2% | 464,589 | -3.0% | 0.41% | -10.7% |
| Q1 2022 | $77,668,000 | +23.1% | 478,959 | +30.3% | 0.46% | +17.2% |
| Q4 2021 | $63,109,000 | +4.9% | 367,447 | -6.2% | 0.39% | -7.1% |
| Q3 2021 | $60,159,000 | -32.0% | 391,658 | -31.5% | 0.42% | -38.3% |
| Q2 2021 | $88,523,000 | +8.6% | 571,889 | +3.2% | 0.68% | -8.1% |
| Q1 2021 | $81,510,000 | +6.2% | 554,196 | +1.9% | 0.74% | -22.7% |
| Q4 2020 | $76,750,000 | +14.0% | 543,670 | +3.9% | 0.96% | -5.3% |
| Q3 2020 | $67,304,000 | +17.7% | 523,116 | +7.2% | 1.01% | -2.5% |
| Q2 2020 | $57,168,000 | +9.3% | 487,867 | -3.6% | 1.04% | -9.8% |
| Q1 2020 | $52,317,000 | -17.8% | 506,015 | -0.9% | 1.15% | -9.4% |
| Q4 2019 | $63,655,000 | +1.9% | 510,630 | -2.3% | 1.27% | -13.5% |
| Q3 2019 | $62,498,000 | +1.7% | 522,648 | -2.1% | 1.47% | -9.8% |
| Q2 2019 | $61,470,000 | +8.7% | 533,783 | +2.8% | 1.63% | +34.1% |
| Q1 2019 | $56,576,000 | – | 519,151 | – | 1.22% | – |
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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% |