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 | $11,342,429 | +2.0% | 72,998 | +6.6% | 0.36% | -6.3% |
| Q2 2023 | $11,124,831 | +5.5% | 68,490 | +0.1% | 0.38% | -9.1% |
| Q1 2023 | $10,542,508 | +2.9% | 68,453 | +1.4% | 0.42% | -19.3% |
| Q4 2022 | $10,246,067 | +35.5% | 67,475 | +20.6% | 0.52% | +18.5% |
| Q3 2022 | $7,559,000 | +27.4% | 55,927 | +35.3% | 0.44% | +29.6% |
| Q2 2022 | $5,931,000 | -4.6% | 41,341 | +7.8% | 0.34% | +9.7% |
| Q1 2022 | $6,220,000 | -4.9% | 38,359 | +0.7% | 0.31% | -1.6% |
| Q4 2021 | $6,541,000 | +13.1% | 38,084 | +1.1% | 0.31% | -3.1% |
| Q3 2021 | $5,785,000 | +8.7% | 37,666 | +9.5% | 0.32% | -0.3% |
| Q2 2021 | $5,322,000 | +7.1% | 34,383 | +1.7% | 0.32% | -6.4% |
| Q1 2021 | $4,971,000 | -4.5% | 33,801 | -9.0% | 0.35% | -9.7% |
| Q4 2020 | $5,206,000 | -99.9% | 37,133 | +3.4% | 0.38% | -4.5% |
| Q3 2020 | $4,622,000,000 | – | 35,924 | – | 0.40% | – |
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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% |