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 | $48,789 | -4.3% | 314 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $51,003 | +5.5% | 314 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $48,359 | +100647.9% | 314 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $48 | -99.9% | 314 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $42,000 | -6.7% | 314 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $45,000 | -11.8% | 314 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $51,000 | +10.9% | 314 | +16.7% | 0.03% | +27.3% |
| Q4 2021 | $46,000 | +48.4% | 269 | +33.8% | 0.02% | +29.4% |
| Q3 2021 | $31,000 | +10.7% | 201 | +9.2% | 0.02% | +6.2% |
| Q2 2021 | $28,000 | +7.7% | 184 | +5.1% | 0.02% | -5.9% |
| Q1 2021 | $26,000 | +18.2% | 175 | +10.1% | 0.02% | +13.3% |
| Q4 2020 | $22,000 | +46.7% | 159 | +40.7% | 0.02% | +25.0% |
| Q3 2020 | $15,000 | +15.4% | 113 | 0.0% | 0.01% | +9.1% |
| Q2 2020 | $13,000 | +8.3% | 113 | 0.0% | 0.01% | -15.4% |
| Q1 2020 | $12,000 | -14.3% | 113 | 0.0% | 0.01% | +18.2% |
| Q4 2019 | $14,000 | 0.0% | 113 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $14,000 | +7.7% | 113 | 0.0% | 0.01% | +9.1% |
| Q2 2019 | $13,000 | +8.3% | 113 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 113 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | – | 113 | – | 0.01% | – |
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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% |