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 | $411,063 | -8.6% | 2,646 | -4.4% | 0.13% | -5.1% |
| Q2 2023 | $449,827 | +4.6% | 2,769 | -0.9% | 0.14% | +1.5% |
| Q1 2023 | $430,000 | +0.9% | 2,793 | -0.4% | 0.14% | -8.7% |
| Q4 2022 | $426,000 | +11.2% | 2,803 | -1.1% | 0.15% | +2.1% |
| Q3 2022 | $383,000 | -5.9% | 2,833 | -0.2% | 0.15% | -2.0% |
| Q2 2022 | $407,000 | -7.3% | 2,839 | +4.8% | 0.15% | +7.2% |
| Q1 2022 | $439,000 | -5.8% | 2,709 | -0.2% | 0.14% | -2.1% |
| Q4 2021 | $466,000 | +18.6% | 2,715 | +6.1% | 0.14% | +12.7% |
| Q3 2021 | $393,000 | -9.0% | 2,559 | -8.3% | 0.13% | -10.6% |
| Q2 2021 | $432,000 | – | 2,792 | – | 0.14% | – |
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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% |