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 | $498,938 | -25.7% | 3,211 | -22.3% | 0.11% | -20.7% |
| Q2 2023 | $671,142 | -5.2% | 4,132 | -10.2% | 0.14% | -3.4% |
| Q1 2023 | $708,275 | +105141.5% | 4,599 | +3.8% | 0.14% | 0.0% |
| Q4 2022 | $673 | -99.9% | 4,432 | +0.1% | 0.14% | -1.4% |
| Q3 2022 | $599,000 | -2.1% | 4,429 | +3.8% | 0.15% | 0.0% |
| Q2 2022 | $612,000 | -11.4% | 4,266 | +0.1% | 0.15% | -16.0% |
| Q1 2022 | $691,000 | -10.8% | 4,263 | -5.5% | 0.18% | -10.3% |
| Q4 2021 | $775,000 | +36.4% | 4,511 | +21.9% | 0.20% | +22.6% |
| Q3 2021 | $568,000 | -27.5% | 3,701 | -26.8% | 0.16% | -26.0% |
| Q2 2021 | $783,000 | +150.2% | 5,057 | +138.0% | 0.22% | +138.9% |
| Q1 2021 | $313,000 | – | 2,125 | – | 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% |