VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,123 | +4.9% | 2,401 | +9.6% | 0.02% | +10.0% |
| Q2 2023 | $355,677 | +10.2% | 2,190 | +4.5% | 0.02% | +5.3% |
| Q1 2023 | $322,763 | +1.7% | 2,096 | +0.3% | 0.02% | +5.6% |
| Q4 2022 | $317,370 | +12.5% | 2,090 | +0.3% | 0.02% | 0.0% |
| Q3 2022 | $282,000 | +14.6% | 2,083 | +21.5% | 0.02% | +20.0% |
| Q2 2022 | $246,000 | -23.8% | 1,715 | -14.0% | 0.02% | -16.7% |
| Q1 2022 | $323,000 | +26.2% | 1,994 | +33.6% | 0.02% | +20.0% |
| Q4 2021 | $256,000 | +11.8% | 1,493 | +0.3% | 0.02% | -6.2% |
| Q3 2021 | $229,000 | +0.4% | 1,488 | +0.9% | 0.02% | 0.0% |
| Q2 2021 | $228,000 | +10.7% | 1,474 | +5.4% | 0.02% | +6.7% |
| Q1 2021 | $206,000 | +82.3% | 1,398 | +27.6% | 0.02% | +25.0% |
| Q1 2020 | $113,000 | – | 1,096 | – | 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% |