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 | $405,387 | -4.3% | 2,609 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $423,780 | +2.7% | 2,609 | -2.6% | 0.03% | 0.0% |
| Q1 2023 | $412,593 | -1.2% | 2,679 | -2.5% | 0.03% | -8.6% |
| Q4 2022 | $417,436 | +12.2% | 2,749 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $372,000 | +7.5% | 2,749 | +14.1% | 0.04% | +12.9% |
| Q2 2022 | $346,000 | -52.0% | 2,409 | -45.8% | 0.03% | -44.6% |
| Q1 2022 | $721,000 | +63.5% | 4,445 | +73.3% | 0.06% | +69.7% |
| Q4 2021 | $441,000 | +17.9% | 2,565 | +5.3% | 0.03% | +6.5% |
| Q3 2021 | $374,000 | +67.0% | 2,436 | +68.0% | 0.03% | +63.2% |
| Q2 2021 | $224,000 | +5.2% | 1,450 | 0.0% | 0.02% | +5.6% |
| Q1 2021 | $213,000 | +3.9% | 1,450 | 0.0% | 0.02% | -33.3% |
| Q4 2020 | $205,000 | -20.5% | 1,450 | -30.0% | 0.03% | -55.0% |
| Q4 2019 | $258,000 | +4.0% | 2,072 | 0.0% | 0.06% | -4.8% |
| Q3 2019 | $248,000 | +3.8% | 2,072 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $239,000 | +62.6% | 2,072 | +42.9% | 0.06% | +33.3% |
| Q1 2018 | $147,000 | – | 1,450 | – | 0.05% | – |
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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% |