VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,830 | -4.3% | 3,500 | 0.0% | 0.12% | -4.6% |
| Q2 2023 | $568,505 | +5.5% | 3,500 | 0.0% | 0.13% | -4.4% |
| Q1 2023 | $539,035 | +1.4% | 3,500 | 0.0% | 0.14% | -14.9% |
| Q4 2022 | $531,475 | +12.4% | 3,500 | 0.0% | 0.16% | -12.0% |
| Q3 2022 | $473,000 | -8.3% | 3,500 | -2.8% | 0.18% | +3.4% |
| Q2 2022 | $516,000 | -42.0% | 3,600 | -34.4% | 0.18% | -42.2% |
| Q1 2022 | $889,000 | -5.6% | 5,485 | 0.0% | 0.31% | -7.8% |
| Q4 2021 | $942,000 | +11.9% | 5,485 | 0.0% | 0.33% | +4.4% |
| Q3 2021 | $842,000 | -1.1% | 5,485 | -0.3% | 0.32% | +6.4% |
| Q2 2021 | $851,000 | +3.3% | 5,500 | -1.8% | 0.30% | -9.1% |
| Q1 2021 | $824,000 | – | 5,600 | – | 0.33% | – |
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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% |