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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,174 | -7.3% | 2,543 | -3.1% | 0.02% | -4.8% |
| Q2 2023 | $426,286 | +5.5% | 2,624 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $404,188 | -0.3% | 2,624 | -1.7% | 0.02% | 0.0% |
| Q4 2022 | $405,219 | +52.3% | 2,669 | +35.8% | 0.02% | +40.0% |
| Q3 2022 | $266,000 | -33.2% | 1,965 | -29.1% | 0.02% | -25.0% |
| Q2 2022 | $398,000 | +27.6% | 2,772 | +44.2% | 0.02% | +42.9% |
| Q1 2022 | $312,000 | -4.9% | 1,922 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $328,000 | +11.9% | 1,910 | +0.2% | 0.01% | +7.7% |
| Q3 2021 | $293,000 | -0.7% | 1,907 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $295,000 | -9.8% | 1,905 | -14.2% | 0.01% | -13.3% |
| Q1 2021 | $327,000 | +4.5% | 2,221 | +0.1% | 0.02% | -6.2% |
| Q4 2020 | $313,000 | +21.8% | 2,219 | +11.0% | 0.02% | +14.3% |
| Q3 2020 | $257,000 | – | 1,999 | – | 0.01% | – |
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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% |