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 | $726,352 | -6.1% | 4,658 | +0.5% | 0.10% | -3.1% |
| Q2 2023 | $773,778 | +2.7% | 4,635 | -5.3% | 0.10% | -4.9% |
| Q1 2023 | $753,534 | -1.0% | 4,896 | +0.5% | 0.10% | -1.9% |
| Q4 2022 | $761,343 | +7.8% | 4,872 | -2.7% | 0.10% | -1.9% |
| Q3 2022 | $706,000 | +1.7% | 5,007 | +7.5% | 0.11% | +8.1% |
| Q2 2022 | $694,000 | +5.0% | 4,657 | +12.5% | 0.10% | +5.3% |
| Q1 2022 | $661,000 | -11.4% | 4,138 | -4.7% | 0.09% | -5.1% |
| Q4 2021 | $746,000 | +9.9% | 4,343 | +2.5% | 0.10% | -2.9% |
| Q3 2021 | $679,000 | +6.8% | 4,238 | +4.6% | 0.10% | +5.2% |
| Q2 2021 | $636,000 | +5.3% | 4,053 | +0.4% | 0.10% | +1.0% |
| Q1 2021 | $604,000 | +25.3% | 4,035 | +18.1% | 0.10% | +15.7% |
| Q4 2020 | $482,000 | +136.3% | 3,417 | +115.2% | 0.08% | +12.2% |
| Q3 2020 | $204,000 | -36.6% | 1,588 | -42.3% | 0.07% | +7.2% |
| Q2 2020 | $322,000 | +13.4% | 2,750 | 0.0% | 0.07% | -20.7% |
| Q1 2020 | $284,000 | – | 2,750 | – | 0.09% | – |
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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% |