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 | $642,993 | -16.5% | 4,138 | -12.7% | 0.16% | -14.6% |
| Q2 2023 | $769,639 | -0.6% | 4,738 | -5.8% | 0.19% | -6.8% |
| Q1 2023 | $774,405 | -4.6% | 5,028 | -5.9% | 0.21% | -10.8% |
| Q4 2022 | $811,688 | +51.7% | 5,345 | +35.1% | 0.23% | +41.7% |
| Q3 2022 | $535,000 | -5.6% | 3,955 | +0.0% | 0.16% | -1.2% |
| Q2 2022 | $567,000 | -11.5% | 3,954 | +0.0% | 0.16% | -2.9% |
| Q1 2022 | $641,000 | -5.6% | 3,953 | 0.0% | 0.17% | -3.4% |
| Q4 2021 | $679,000 | +10.4% | 3,953 | -1.2% | 0.18% | +1.1% |
| Q3 2021 | $615,000 | – | 4,001 | – | 0.17% | – |
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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% |