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 | $3,050 | -4.9% | 19,627 | -0.5% | 0.67% | -1.3% |
| Q2 2023 | $3,206 | +4.9% | 19,735 | -0.6% | 0.68% | -0.9% |
| Q1 2023 | $3,057 | +4.1% | 19,847 | +2.6% | 0.69% | -3.5% |
| Q4 2022 | $2,937 | -99.9% | 19,341 | -0.1% | 0.71% | +3.6% |
| Q3 2022 | $2,617,000 | +0.2% | 19,365 | +6.3% | 0.69% | +3.9% |
| Q2 2022 | $2,613,000 | -22.1% | 18,210 | -6.8% | 0.66% | -2.6% |
| Q4 2021 | $3,354,000 | +10.7% | 19,530 | -1.0% | 0.68% | +2.9% |
| Q3 2021 | $3,031,000 | +67.8% | 19,736 | +69.1% | 0.66% | +64.8% |
| Q2 2021 | $1,806,000 | +43.3% | 11,670 | +36.3% | 0.40% | +75.1% |
| Q1 2021 | $1,260,000 | +139.1% | 8,563 | +129.4% | 0.23% | +116.0% |
| Q4 2020 | $527,000 | +100.4% | 3,733 | +82.4% | 0.11% | +76.7% |
| Q3 2020 | $263,000 | +85.2% | 2,047 | +58.1% | 0.06% | +57.9% |
| Q1 2019 | $142,000 | +12.7% | 1,295 | +0.3% | 0.04% | 0.0% |
| Q4 2018 | $126,000 | -11.3% | 1,291 | +0.8% | 0.04% | +2.7% |
| Q3 2018 | $142,000 | – | 1,281 | – | 0.04% | – |
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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% |