VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,892 | +12.6% | 2,136 | +17.8% | 0.06% | +6.8% |
| Q2 2023 | $294,648 | +5.5% | 1,814 | 0.0% | 0.06% | -4.8% |
| Q1 2023 | $279,374 | +17.9% | 1,814 | +16.2% | 0.06% | +14.8% |
| Q4 2022 | $237,038 | +12.3% | 1,561 | 0.0% | 0.05% | -5.3% |
| Q3 2022 | $211,000 | -5.8% | 1,561 | 0.0% | 0.06% | -8.1% |
| Q2 2022 | $224,000 | -11.5% | 1,561 | 0.0% | 0.06% | +1.6% |
| Q1 2022 | $253,000 | -5.6% | 1,561 | 0.0% | 0.06% | -4.7% |
| Q4 2021 | $268,000 | +11.7% | 1,561 | 0.0% | 0.06% | -3.0% |
| Q3 2021 | $240,000 | -2.4% | 1,561 | -1.8% | 0.07% | -29.0% |
| Q2 2021 | $246,000 | +7.0% | 1,589 | +1.8% | 0.09% | +22.4% |
| Q1 2021 | $230,000 | +4.5% | 1,561 | 0.0% | 0.08% | -3.8% |
| Q4 2020 | $220,000 | +9.5% | 1,561 | 0.0% | 0.08% | -9.2% |
| Q3 2020 | $201,000 | -3.4% | 1,561 | -6.6% | 0.09% | -12.1% |
| Q4 2019 | $208,000 | +34.2% | 1,671 | -9.7% | 0.10% | +2.1% |
| Q3 2016 | $155,000 | – | 1,851 | – | 0.10% | – |
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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% |