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 | $2,802,380 | +12.9% | 18,036 | +18.0% | 0.55% | +14.6% |
| Q2 2023 | $2,483,194 | -9.4% | 15,288 | -14.1% | 0.48% | -4.4% |
| Q1 2023 | $2,740,574 | +0.2% | 17,795 | -1.2% | 0.50% | 0.0% |
| Q4 2022 | $2,734,333 | +15.7% | 18,007 | +3.0% | 0.50% | -1.2% |
| Q3 2022 | $2,363,000 | -5.6% | 17,482 | +0.2% | 0.51% | -0.6% |
| Q2 2022 | $2,503,000 | -15.1% | 17,449 | -4.0% | 0.51% | +0.8% |
| Q1 2022 | $2,947,000 | -8.2% | 18,174 | -2.7% | 0.51% | -2.3% |
| Q4 2021 | $3,209,000 | +10.6% | 18,681 | -1.1% | 0.52% | -6.5% |
| Q3 2021 | $2,902,000 | -1.0% | 18,896 | -0.2% | 0.56% | -16.9% |
| Q2 2021 | $2,932,000 | -9.8% | 18,941 | -14.3% | 0.67% | -15.0% |
| Q1 2021 | $3,250,000 | -0.6% | 22,098 | -3.6% | 0.79% | +1.3% |
| Q4 2020 | $3,271,000 | -1.6% | 22,916 | -11.3% | 0.78% | -17.6% |
| Q3 2020 | $3,325,000 | +12.6% | 25,840 | +2.6% | 0.94% | +9.7% |
| Q2 2020 | $2,952,000 | +9.5% | 25,194 | -3.4% | 0.86% | -5.7% |
| Q1 2020 | $2,697,000 | -21.0% | 26,083 | -4.8% | 0.91% | +1.7% |
| Q4 2019 | $3,416,000 | +3.0% | 27,403 | -1.2% | 0.90% | -4.7% |
| Q3 2019 | $3,317,000 | -1.2% | 27,739 | -3.3% | 0.94% | -3.0% |
| Q2 2019 | $3,356,000 | – | 28,683 | – | 0.97% | – |
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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% |