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 | $6,180,487 | -8.1% | 38,050 | -12.9% | 0.70% | -29.8% |
| Q1 2023 | $6,726,564 | +22.7% | 43,676 | +14.3% | 1.00% | -32.0% |
| Q2 2022 | $5,484,000 | -20.7% | 38,225 | -10.4% | 1.48% | +34.0% |
| Q1 2022 | $6,918,000 | +9.6% | 42,663 | +3.8% | 1.10% | -5.7% |
| Q3 2021 | $6,313,000 | -0.6% | 41,102 | +0.2% | 1.17% | -8.3% |
| Q2 2021 | $6,348,000 | +5.2% | 41,013 | -0.0% | 1.28% | -25.5% |
| Q1 2021 | $6,034,000 | +2.7% | 41,027 | -1.4% | 1.71% | -9.6% |
| Q4 2020 | $5,873,000 | +21.7% | 41,605 | +1.0% | 1.89% | -5.1% |
| Q3 2020 | $4,827,000 | – | 41,195 | – | 1.99% | – |
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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% |