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 | $106,313 | -14.3% | 684 | -10.4% | 0.02% | -5.9% |
| Q2 2023 | $124,078 | -46.1% | 763 | -49.0% | 0.02% | -50.0% |
| Q1 2023 | $230,381 | +377.8% | 1,495 | +370.1% | 0.03% | +325.0% |
| Q4 2022 | $48,221 | +12.1% | 318 | +0.3% | 0.01% | -11.1% |
| Q3 2022 | $43,000 | -4.4% | 317 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $45,000 | -11.8% | 317 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $51,000 | -16.4% | 317 | -11.0% | 0.01% | -25.0% |
| Q4 2021 | $61,000 | +10.9% | 356 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $55,000 | 0.0% | 355 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | +12.2% | 355 | +6.3% | 0.01% | +9.1% |
| Q1 2021 | $49,000 | +4.3% | 334 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $47,000 | +9.3% | 334 | +0.3% | 0.01% | -7.7% |
| Q3 2020 | $43,000 | +43.3% | 333 | +29.1% | 0.01% | +30.0% |
| Q2 2020 | $30,000 | – | 258 | – | 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% |