VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,465 | -10.0% | 1,657 | -6.0% | 0.09% | -12.6% |
| Q2 2023 | $286,202 | +3.2% | 1,762 | -2.1% | 0.10% | 0.0% |
| Q1 2023 | $277,218 | +1.1% | 1,800 | -0.3% | 0.10% | +1.0% |
| Q4 2022 | $274,089 | +5.0% | 1,805 | -6.6% | 0.10% | +32.5% |
| Q3 2022 | $261,000 | -8.7% | 1,932 | -3.0% | 0.08% | +1.3% |
| Q2 2022 | $286,000 | -19.4% | 1,992 | -9.1% | 0.08% | -5.0% |
| Q1 2022 | $355,000 | -27.7% | 2,192 | -23.3% | 0.08% | -10.1% |
| Q4 2021 | $491,000 | +17.5% | 2,859 | +5.0% | 0.09% | +8.5% |
| Q3 2021 | $418,000 | -1.4% | 2,724 | -0.5% | 0.08% | -1.2% |
| Q2 2021 | $424,000 | -0.2% | 2,737 | -5.3% | 0.08% | -10.8% |
| Q1 2021 | $425,000 | +3.2% | 2,891 | -0.9% | 0.09% | -10.6% |
| Q4 2020 | $412,000 | – | 2,916 | – | 0.10% | – |
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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% |