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 | $312,293 | -4.7% | 2,010 | -0.3% | 0.09% | -6.2% |
| Q2 2023 | $327,563 | +5.5% | 2,017 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $310,583 | -2.4% | 2,017 | -3.8% | 0.10% | -10.2% |
| Q4 2022 | $318,372 | +13.3% | 2,097 | +1.0% | 0.11% | +3.8% |
| Q3 2022 | $281,000 | -5.7% | 2,076 | +0.0% | 0.10% | +2.0% |
| Q2 2022 | $298,000 | -11.3% | 2,075 | +0.0% | 0.10% | +2.0% |
| Q1 2022 | $336,000 | -5.6% | 2,074 | +0.1% | 0.10% | +2.0% |
| Q4 2021 | $356,000 | +6.6% | 2,072 | -4.6% | 0.10% | +22.5% |
| Q3 2021 | $334,000 | -0.6% | 2,171 | +0.0% | 0.08% | +3.9% |
| Q2 2021 | $336,000 | +5.3% | 2,170 | +0.1% | 0.08% | -1.3% |
| Q1 2021 | $319,000 | +23.2% | 2,168 | +18.1% | 0.08% | +14.7% |
| Q4 2020 | $259,000 | +9.7% | 1,835 | +0.2% | 0.07% | -2.9% |
| Q3 2020 | $236,000 | -1.3% | 1,831 | -10.1% | 0.07% | -10.3% |
| Q2 2020 | $239,000 | -9.5% | 2,036 | -20.3% | 0.08% | -22.0% |
| Q1 2020 | $264,000 | -1.5% | 2,553 | +18.7% | 0.10% | +6.4% |
| Q4 2019 | $268,000 | +22.4% | 2,150 | +8.5% | 0.09% | +25.3% |
| Q3 2018 | $219,000 | – | 1,981 | – | 0.08% | – |
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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% |