VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,575 | +1.7% | 3,685 | +6.3% | 0.16% | +6.7% |
| Q2 2023 | $562,820 | +5.5% | 3,465 | 0.0% | 0.15% | +0.7% |
| Q1 2023 | $533,645 | +1.4% | 3,465 | 0.0% | 0.15% | -2.0% |
| Q4 2022 | $526,160 | +12.4% | 3,465 | 0.0% | 0.15% | -0.7% |
| Q3 2022 | $468,000 | +444.2% | 3,465 | +478.5% | 0.15% | +488.5% |
| Q2 2022 | $86,000 | -11.3% | 599 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $97,000 | -5.8% | 599 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $103,000 | -27.5% | 599 | -37.9% | 0.02% | -37.5% |
| Q1 2021 | $142,000 | +517.4% | 965 | +436.1% | 0.04% | +400.0% |
| Q3 2020 | $23,000 | +4.5% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | +10.0% | 180 | -14.7% | 0.01% | -11.1% |
| Q3 2017 | $20,000 | +122.2% | 211 | +113.1% | 0.01% | +125.0% |
| Q2 2017 | $9,000 | – | 99 | – | 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% |