VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $921,595 | -2.9% | 5,931 | +1.5% | 0.08% | -2.6% |
| Q2 2023 | $949,273 | +29.5% | 5,844 | +22.8% | 0.08% | +18.2% |
| Q1 2023 | $732,810 | +147942.4% | 4,758 | +65.1% | 0.07% | +34.7% |
| Q4 2022 | $495 | -99.9% | 2,882 | -18.9% | 0.05% | -5.8% |
| Q3 2022 | $481,000 | -1.2% | 3,555 | +4.7% | 0.05% | +2.0% |
| Q2 2022 | $487,000 | +4.1% | 3,396 | +17.8% | 0.05% | +15.9% |
| Q1 2022 | $468,000 | -5.5% | 2,883 | +0.0% | 0.04% | -10.2% |
| Q4 2021 | $495,000 | +16.5% | 2,882 | +4.2% | 0.05% | +4.3% |
| Q3 2021 | $425,000 | -17.5% | 2,765 | -14.3% | 0.05% | -19.0% |
| Q2 2021 | $515,000 | +111.9% | 3,226 | +95.5% | 0.06% | +70.6% |
| Q1 2021 | $243,000 | -2.0% | 1,650 | -5.3% | 0.03% | -10.5% |
| Q4 2020 | $248,000 | +6.9% | 1,743 | -3.2% | 0.04% | -13.6% |
| Q3 2020 | $232,000 | +79.8% | 1,801 | +54.9% | 0.04% | -6.4% |
| Q3 2018 | $129,000 | +9.3% | 1,163 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $118,000 | -6.3% | 1,163 | -6.9% | 0.05% | -17.2% |
| Q1 2018 | $126,000 | – | 1,249 | – | 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% |