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 | $875,722 | -4.3% | 5,636 | 0.0% | 0.08% | +1.4% |
Q2 2023 | $915,455 | +5.5% | 5,636 | 0.0% | 0.07% | -5.1% |
Q1 2023 | $868,000 | +101420.5% | 5,636 | 0.0% | 0.08% | 0.0% |
Q4 2022 | $855 | -99.9% | 5,636 | -0.4% | 0.08% | +5.4% |
Q3 2022 | $764,000 | -5.8% | 5,656 | 0.0% | 0.07% | +1.4% |
Q2 2022 | $811,000 | -11.6% | 5,656 | 0.0% | 0.07% | +9.0% |
Q1 2022 | $917,000 | -6.0% | 5,656 | -0.5% | 0.07% | +3.1% |
Q4 2021 | $976,000 | +11.8% | 5,685 | 0.0% | 0.06% | 0.0% |
Q3 2021 | $873,000 | -0.8% | 5,685 | 0.0% | 0.06% | -1.5% |
Q2 2021 | $880,000 | +5.3% | 5,685 | -0.0% | 0.07% | -4.3% |
Q1 2021 | $836,000 | +4.1% | 5,686 | 0.0% | 0.07% | 0.0% |
Q4 2020 | $803,000 | +9.7% | 5,686 | 0.0% | 0.07% | -5.5% |
Q3 2020 | $732,000 | +9.9% | 5,686 | 0.0% | 0.07% | +1.4% |
Q2 2020 | $666,000 | +3.1% | 5,686 | -9.0% | 0.07% | -19.1% |
Q1 2020 | $646,000 | -23.6% | 6,248 | -7.9% | 0.09% | +8.5% |
Q4 2019 | $846,000 | +4.3% | 6,785 | 0.0% | 0.08% | -9.9% |
Q3 2019 | $811,000 | +3.8% | 6,785 | 0.0% | 0.09% | +5.8% |
Q2 2019 | $781,000 | +5.0% | 6,785 | 0.0% | 0.09% | +1.2% |
Q1 2019 | $744,000 | +11.0% | 6,785 | -0.8% | 0.08% | -5.6% |
Q4 2018 | $670,000 | -15.2% | 6,838 | -4.2% | 0.09% | +7.1% |
Q3 2018 | $790,000 | +9.0% | 7,138 | 0.0% | 0.08% | -2.3% |
Q2 2018 | $725,000 | -1.9% | 7,138 | -2.4% | 0.09% | -3.4% |
Q1 2018 | $739,000 | -5.9% | 7,313 | 0.0% | 0.09% | +6.0% |
Q4 2017 | $785,000 | +10.9% | 7,313 | -2.1% | 0.08% | -2.3% |
Q3 2017 | $708,000 | +2.3% | 7,468 | 0.0% | 0.09% | -5.5% |
Q2 2017 | $692,000 | +3.0% | 7,468 | 0.0% | 0.09% | -3.2% |
Q1 2017 | $672,000 | +3.2% | 7,468 | -2.4% | 0.09% | +1.1% |
Q4 2016 | $651,000 | +0.2% | 7,648 | -1.3% | 0.09% | -13.9% |
Q3 2016 | $650,000 | +1.1% | 7,748 | +0.3% | 0.11% | -6.1% |
Q2 2016 | $643,000 | +2.4% | 7,725 | 0.0% | 0.12% | +16.2% |
Q1 2016 | $628,000 | +3.6% | 7,725 | -0.8% | 0.10% | +4.2% |
Q4 2015 | $606,000 | +4.5% | 7,787 | -1.0% | 0.10% | -14.4% |
Q3 2015 | $580,000 | -12.4% | 7,862 | -6.7% | 0.11% | +5.7% |
Q2 2015 | $662,000 | -17.1% | 8,430 | -15.1% | 0.10% | -17.3% |
Q1 2015 | $799,000 | -0.9% | 9,930 | 0.0% | 0.13% | +10.4% |
Q4 2014 | $806,000 | +5.1% | 9,930 | -0.4% | 0.12% | +0.9% |
Q3 2014 | $767,000 | -6.0% | 9,970 | -4.8% | 0.11% | +1.8% |
Q2 2014 | $816,000 | +3.2% | 10,470 | -0.4% | 0.11% | -2.6% |
Q1 2014 | $791,000 | -3.8% | 10,510 | -3.8% | 0.12% | +2.7% |
Q4 2013 | $822,000 | +8.0% | 10,930 | 0.0% | 0.11% | -5.1% |
Q3 2013 | $761,000 | +3.8% | 10,930 | -1.4% | 0.12% | -7.8% |
Q2 2013 | $733,000 | – | 11,080 | – | 0.13% | – |
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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% |