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 | $196,394 | -3.2% | 1,264 | +3.5% | 0.10% | +3.2% |
| Q2 2023 | $202,986 | +85.9% | 1,221 | +72.2% | 0.10% | +72.7% |
| Q1 2023 | $109,192 | +14.7% | 709 | +13.1% | 0.06% | +12.2% |
| Q4 2022 | $95,209 | +12.0% | 627 | 0.0% | 0.05% | +2.1% |
| Q3 2022 | $85,000 | -5.6% | 627 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $90,000 | -11.8% | 627 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $102,000 | -5.6% | 627 | 0.0% | 0.05% | -7.7% |
| Q4 2021 | $108,000 | +4.9% | 627 | 0.0% | 0.05% | +6.1% |
| Q3 2021 | $103,000 | +6.2% | 627 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $97,000 | +5.4% | 627 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $92,000 | +7.0% | 627 | 0.0% | 0.05% | -5.8% |
| Q4 2020 | $86,000 | +6.2% | 627 | 0.0% | 0.05% | -1.9% |
| Q3 2020 | $81,000 | +5.2% | 627 | 0.0% | 0.05% | +3.9% |
| Q2 2020 | $77,000 | +18.5% | 627 | 0.0% | 0.05% | -3.8% |
| Q1 2020 | $65,000 | -17.7% | 627 | 0.0% | 0.05% | +1.9% |
| Q4 2019 | $79,000 | – | 627 | – | 0.05% | – |
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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% |