VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2017. The put-call ratio across all filers is 0.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $225,000 | -9.3% | 2,231 | -8.0% | 0.01% | 0.0% |
Q4 2017 | $248,000 | -13.3% | 2,426 | -19.6% | 0.01% | -14.3% |
Q3 2017 | $286,000 | -6.5% | 3,016 | -8.5% | 0.01% | 0.0% |
Q2 2017 | $306,000 | +3.0% | 3,297 | 0.0% | 0.01% | +7.7% |
Q1 2017 | $297,000 | +31.4% | 3,297 | +24.4% | 0.01% | +30.0% |
Q4 2016 | $226,000 | +1.8% | 2,651 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $222,000 | +2.3% | 2,651 | -1.8% | 0.01% | +42.9% |
Q1 2015 | $217,000 | – | 2,700 | – | 0.01% | – |
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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% |