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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $221,067 | +5.5% | 1,361 | 0.0% | 0.10% | -2.0% |
| Q1 2023 | $209,608 | -11.6% | 1,361 | -12.8% | 0.10% | -14.4% |
| Q4 2022 | $237,038 | +12.3% | 1,561 | 0.0% | 0.12% | -3.3% |
| Q3 2022 | $211,000 | -5.8% | 1,561 | 0.0% | 0.12% | -5.4% |
| Q2 2022 | $224,000 | -11.5% | 1,561 | -1.9% | 0.13% | -9.2% |
| Q1 2022 | $253,000 | -7.3% | 1,591 | 0.0% | 0.14% | -13.9% |
| Q4 2021 | $273,000 | -15.5% | 1,591 | -27.6% | 0.16% | -29.8% |
| Q1 2021 | $323,000 | -4.7% | 2,198 | -8.3% | 0.24% | -17.5% |
| Q4 2020 | $339,000 | +9.7% | 2,398 | 0.0% | 0.28% | -9.2% |
| Q3 2020 | $309,000 | +10.0% | 2,398 | 0.0% | 0.31% | -7.4% |
| Q2 2020 | $281,000 | +13.3% | 2,398 | 0.0% | 0.34% | -12.2% |
| Q1 2020 | $248,000 | -18.7% | 2,398 | -2.0% | 0.39% | +6.3% |
| Q4 2019 | $305,000 | +4.1% | 2,448 | 0.0% | 0.36% | -4.5% |
| Q3 2019 | $293,000 | +3.9% | 2,448 | 0.0% | 0.38% | -2.3% |
| Q2 2019 | $282,000 | +2.9% | 2,448 | -2.0% | 0.39% | -0.8% |
| Q1 2019 | $274,000 | +11.8% | 2,498 | 0.0% | 0.39% | -4.6% |
| Q4 2018 | $245,000 | – | 2,498 | – | 0.41% | – |
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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% |