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 | $6,952,944 | -9.5% | 44,748 | -5.4% | 0.10% | -9.6% |
| Q2 2023 | $7,679,690 | +7.9% | 47,280 | +2.3% | 0.11% | +1.8% |
| Q1 2023 | $7,119,420 | +8.0% | 46,227 | +6.5% | 0.11% | +4.7% |
| Q4 2022 | $6,591,505 | +13.0% | 43,408 | +0.6% | 0.11% | -2.7% |
| Q3 2022 | $5,835,000 | -8.4% | 43,168 | -2.8% | 0.11% | -6.8% |
| Q2 2022 | $6,371,000 | -12.5% | 44,407 | -1.1% | 0.12% | -2.5% |
| Q1 2022 | $7,282,000 | -2.7% | 44,909 | +3.0% | 0.12% | -9.0% |
| Q4 2021 | $7,486,000 | +11.8% | 43,589 | -0.0% | 0.13% | -2.9% |
| Q3 2021 | $6,697,000 | -0.1% | 43,600 | +0.6% | 0.14% | +3.0% |
| Q2 2021 | $6,707,000 | +14.4% | 43,332 | +8.7% | 0.13% | +2.3% |
| Q1 2021 | $5,864,000 | +35.1% | 39,869 | +29.6% | 0.13% | +10.2% |
| Q4 2020 | $4,341,000 | +31.9% | 30,753 | +20.2% | 0.12% | +19.2% |
| Q3 2020 | $3,292,000 | +9.0% | 25,588 | -0.7% | 0.10% | +5.3% |
| Q2 2020 | $3,019,000 | +6463.0% | 25,763 | +5742.0% | 0.09% | +4600.0% |
| Q1 2020 | $46,000 | +2200.0% | 441 | +2105.0% | 0.00% | – |
| Q4 2019 | $2,000 | – | 20 | – | 0.00% | – |
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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% |