VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,119 | -4.3% | 3,523 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $574,965 | +6.5% | 3,523 | +0.5% | 0.03% | 0.0% |
| Q1 2023 | $539,806 | -0.1% | 3,505 | -1.5% | 0.03% | 0.0% |
| Q4 2022 | $540,586 | +8.6% | 3,560 | -3.4% | 0.03% | +3.1% |
| Q3 2022 | $498,000 | -4.0% | 3,685 | +1.8% | 0.03% | 0.0% |
| Q2 2022 | $519,000 | -11.6% | 3,620 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $587,000 | -5.6% | 3,620 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $622,000 | +7.6% | 3,620 | -3.8% | 0.03% | +113.3% |
| Q3 2021 | $578,000 | +98.6% | 3,762 | +100.0% | 0.02% | 0.0% |
| Q2 2021 | $291,000 | +24.9% | 1,881 | +18.8% | 0.02% | +15.4% |
| Q1 2021 | $233,000 | +4.0% | 1,584 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $224,000 | -0.9% | 1,584 | -9.8% | 0.01% | -13.3% |
| Q3 2020 | $226,000 | -14.4% | 1,757 | -22.2% | 0.02% | -21.1% |
| Q2 2020 | $264,000 | +13.3% | 2,257 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $233,000 | -17.1% | 2,257 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $281,000 | +28.9% | 2,257 | +23.7% | 0.02% | +17.6% |
| Q3 2019 | $218,000 | -1.8% | 1,825 | -5.2% | 0.02% | 0.0% |
| Q2 2019 | $222,000 | +5.2% | 1,925 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $211,000 | -28.5% | 1,925 | -27.9% | 0.02% | -22.7% |
| Q3 2018 | $295,000 | – | 2,669 | – | 0.02% | – |
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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% |