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 | $209,918 | -4.3% | 1,351 | 0.0% | 0.12% | +9.5% |
| Q2 2023 | $219,442 | -5.1% | 1,351 | -10.1% | 0.10% | -8.7% |
| Q1 2023 | $231,323 | +1.4% | 1,502 | 0.0% | 0.12% | +1.8% |
| Q4 2022 | $228,078 | +12.4% | 1,502 | 0.0% | 0.11% | +2.7% |
| Q3 2022 | $203,000 | -6.5% | 1,502 | -0.9% | 0.11% | 0.0% |
| Q2 2022 | $217,000 | -11.8% | 1,515 | 0.0% | 0.11% | +4.8% |
| Q1 2022 | $246,000 | -10.2% | 1,515 | -5.0% | 0.10% | -6.2% |
| Q4 2021 | $274,000 | +26.3% | 1,595 | +12.7% | 0.11% | +14.3% |
| Q3 2021 | $217,000 | -0.9% | 1,415 | 0.0% | 0.10% | +1.0% |
| Q2 2021 | $219,000 | +1.9% | 1,415 | -3.1% | 0.10% | -2.0% |
| Q1 2021 | $215,000 | -4.0% | 1,460 | -8.0% | 0.10% | -10.0% |
| Q4 2020 | $224,000 | +6.2% | 1,587 | -3.1% | 0.11% | -2.7% |
| Q3 2020 | $211,000 | -2.8% | 1,637 | -5.8% | 0.11% | +31.4% |
| Q4 2019 | $217,000 | +7.4% | 1,737 | +2.7% | 0.09% | -3.4% |
| Q3 2019 | $202,000 | – | 1,692 | – | 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% |