VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,868 | +0.6% | 2,020 | +5.2% | 0.08% | +3.9% |
| Q2 2023 | $311,866 | +5.5% | 1,920 | 0.0% | 0.08% | -2.5% |
| Q1 2023 | $295,699 | +1.4% | 1,920 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $291,552 | +12.1% | 1,920 | 0.0% | 0.08% | +12.7% |
| Q3 2022 | $260,000 | -14.5% | 1,920 | -9.4% | 0.07% | -6.6% |
| Q2 2022 | $304,000 | -11.6% | 2,120 | 0.0% | 0.08% | +4.1% |
| Q1 2022 | $344,000 | -20.6% | 2,120 | -15.9% | 0.07% | -8.8% |
| Q4 2021 | $433,000 | +3.6% | 2,520 | -7.4% | 0.08% | -5.9% |
| Q3 2021 | $418,000 | +57.1% | 2,720 | +58.1% | 0.08% | +63.5% |
| Q2 2021 | $266,000 | +5.1% | 1,720 | 0.0% | 0.05% | -10.3% |
| Q1 2021 | $253,000 | +4.1% | 1,720 | 0.0% | 0.06% | +1.8% |
| Q4 2020 | $243,000 | +9.5% | 1,720 | 0.0% | 0.06% | -1.7% |
| Q3 2020 | $222,000 | +9.9% | 1,720 | 0.0% | 0.06% | -4.9% |
| Q2 2020 | $202,000 | – | 1,720 | – | 0.06% | – |
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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% |