VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,616 | -4.2% | 3,660 | +0.1% | 0.08% | -1.2% |
| Q2 2023 | $593,640 | +5.5% | 3,655 | 0.0% | 0.08% | +1.2% |
| Q1 2023 | $562,867 | +10.2% | 3,655 | +8.7% | 0.08% | +5.2% |
| Q4 2022 | $510,658 | +8.7% | 3,363 | -3.3% | 0.08% | 0.0% |
| Q3 2022 | $470,000 | -7.3% | 3,477 | -1.7% | 0.08% | -1.3% |
| Q2 2022 | $507,000 | -9.8% | 3,536 | +2.1% | 0.08% | +2.6% |
| Q1 2022 | $562,000 | -4.7% | 3,464 | +0.8% | 0.08% | -1.3% |
| Q4 2021 | $590,000 | +8.7% | 3,438 | -2.8% | 0.08% | +1.3% |
| Q3 2021 | $543,000 | -0.7% | 3,537 | +0.1% | 0.08% | -3.8% |
| Q2 2021 | $547,000 | +42.8% | 3,533 | +35.7% | 0.08% | +38.6% |
| Q1 2021 | $383,000 | +12.0% | 2,604 | +7.6% | 0.06% | -1.7% |
| Q4 2020 | $342,000 | +17.9% | 2,421 | +7.4% | 0.06% | +3.6% |
| Q3 2020 | $290,000 | +35.5% | 2,254 | +23.6% | 0.06% | +36.6% |
| Q2 2020 | $214,000 | +0.5% | 1,823 | +6.9% | 0.04% | +17.1% |
| Q4 2019 | $213,000 | +4.4% | 1,705 | +0.1% | 0.04% | -2.8% |
| Q3 2019 | $204,000 | – | 1,703 | – | 0.04% | – |
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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% |