VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,981 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2024. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,601,686 | -17.8% | 25,208 | -17.7% | 0.71% | -21.7% |
| Q1 2024 | $5,596,597 | -10.2% | 30,648 | -16.2% | 0.90% | -19.2% |
| Q4 2023 | $6,231,163 | +56.1% | 36,568 | +42.3% | 1.12% | +24.6% |
| Q3 2023 | $3,991,757 | -6.4% | 25,690 | -2.2% | 0.90% | -10.0% |
| Q2 2023 | $4,266,736 | +2.7% | 26,268 | -2.6% | 1.00% | -7.5% |
| Q1 2023 | $4,153,458 | +2.8% | 26,969 | +1.3% | 1.08% | +12.5% |
| Q4 2022 | $4,041,303 | – | 26,614 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 354,651 | $54,619,846 | 33.16% |
| Mosaic Advisors LLC | 247,237 | $38,076,983 | 31.00% |
| DAN L DUNCAN FOUNDATION | 114,907 | $17,696,827 | 28.47% |
| Transparent Wealth Partners LLC | 231,183 | $35,604,418 | 26.02% |
| 360 Financial, Inc. | 300,196 | $46,233,171 | 24.41% |
| Mercer Investments LLC | 92,891 | $14,306,143 | 22.26% |
| Valence8 US LP | 243,984 | $37,575,976 | 22.08% |
| Family Investment Center, Inc. | 203,251 | $31,302,626 | 21.50% |
| EWA, LLC | 153,737 | $23,912,302 | 17.77% |
| McCarthy Asset Management, Inc. | 141,903 | $21,854,558 | 14.84% |