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 | $991,463 | -5.5% | 6,495 | +0.6% | 0.23% | -15.3% |
| Q2 2023 | $1,048,830 | -16.8% | 6,457 | -21.1% | 0.27% | -24.7% |
| Q1 2023 | $1,260,222 | +1.7% | 8,183 | +0.3% | 0.36% | -6.7% |
| Q4 2022 | $1,239,454 | +12.7% | 8,162 | +0.3% | 0.39% | +0.5% |
| Q3 2022 | $1,100,000 | +42.1% | 8,139 | +50.8% | 0.39% | +48.1% |
| Q2 2022 | $774,000 | +18.7% | 5,398 | +34.1% | 0.26% | +40.9% |
| Q1 2022 | $652,000 | -1.1% | 4,024 | +4.8% | 0.19% | +5.1% |
| Q4 2021 | $659,000 | +116.8% | 3,838 | +62.6% | 0.18% | +36.2% |
| Q3 2020 | $304,000 | +9.7% | 2,360 | 0.0% | 0.13% | +0.8% |
| Q2 2020 | $277,000 | +11.7% | 2,360 | -1.6% | 0.13% | -7.2% |
| Q1 2020 | $248,000 | -18.4% | 2,398 | -1.6% | 0.14% | -1.4% |
| Q4 2019 | $304,000 | +6.3% | 2,436 | +1.6% | 0.14% | -1.4% |
| Q3 2019 | $286,000 | +3.6% | 2,397 | 0.0% | 0.14% | +0.7% |
| Q2 2019 | $276,000 | +6.6% | 2,397 | +1.6% | 0.14% | -0.7% |
| Q1 2019 | $259,000 | +12.1% | 2,360 | 0.0% | 0.14% | -0.7% |
| Q4 2018 | $231,000 | -11.5% | 2,360 | 0.0% | 0.14% | +2.1% |
| Q3 2018 | $261,000 | +8.8% | 2,360 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $240,000 | +0.8% | 2,360 | 0.0% | 0.14% | -0.7% |
| Q1 2018 | $238,000 | – | 2,360 | – | 0.14% | – |
Download | ||||||
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% |