VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,900,943 | +1.8% | 25,188 | +9.8% | 0.84% | +9.9% |
| Q2 2023 | $3,830,638 | +8.0% | 22,945 | +1.1% | 0.76% | +2.7% |
| Q1 2023 | $3,545,820 | +17.0% | 22,702 | +13.7% | 0.74% | +7.9% |
| Q4 2022 | $3,031,044 | +6.2% | 19,961 | -1.0% | 0.69% | 0.0% |
| Q3 2022 | $2,855,000 | -9.6% | 20,170 | -1.7% | 0.69% | -0.3% |
| Q2 2022 | $3,157,000 | -0.1% | 20,524 | -0.1% | 0.69% | -1.7% |
| Q1 2022 | $3,161,000 | +21.0% | 20,547 | +27.9% | 0.70% | +34.3% |
| Q4 2021 | $2,613,000 | +6.8% | 16,069 | +8.0% | 0.52% | +8.5% |
| Q3 2021 | $2,447,000 | +26.9% | 14,874 | +23.0% | 0.48% | +24.9% |
| Q2 2021 | $1,928,000 | +13.9% | 12,093 | +9.9% | 0.38% | +9.1% |
| Q1 2021 | $1,692,000 | +31.4% | 11,001 | +17.0% | 0.35% | +21.3% |
| Q4 2020 | $1,288,000 | +74.8% | 9,400 | +65.3% | 0.29% | +62.6% |
| Q3 2020 | $737,000 | +75.5% | 5,688 | +58.5% | 0.18% | +42.1% |
| Q2 2020 | $420,000 | -55.6% | 3,588 | -70.2% | 0.13% | -65.9% |
| Q2 2015 | $945,000 | -8.6% | 12,021 | -6.4% | 0.37% | -8.4% |
| Q1 2015 | $1,034,000 | -6.4% | 12,844 | -5.6% | 0.40% | -7.6% |
| Q4 2014 | $1,105,000 | +222.2% | 13,612 | +205.1% | 0.44% | +212.1% |
| Q3 2014 | $343,000 | – | 4,462 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 356,040 | $55,296,939 | 33.12% |
| Mosaic Advisors LLC | 217,683 | $33,823,613 | 30.96% |
| 360 Financial, Inc. | 302,289 | $46,824,505 | 29.13% |
| DAN L DUNCAN FOUNDATION | 105,146 | $16,337,585 | 27.25% |
| Family Investment Center, Inc. | 259,500 | $40,321,083 | 24.35% |
| Mercer Investments LLC | 92,891 | $14,433,404 | 23.09% |
| Valence8 US LP | 215,549 | $33,492,004 | 21.19% |
| EWA, LLC | 163,318 | $25,952,926 | 16.82% |
| McCarthy Asset Management, Inc. | 133,487 | $20,741,161 | 15.22% |
| FIDELIS iM, LLC | 161,469 | $25,089 | 14.70% |