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 | $261,931 | +14.3% | 1,686 | +19.6% | 0.04% | +13.9% |
| Q2 2023 | $229,072 | -29.2% | 1,410 | -32.9% | 0.04% | -33.3% |
| Q1 2023 | $323,463 | +1.6% | 2,100 | +0.2% | 0.05% | -6.9% |
| Q4 2022 | $318,229 | +28.8% | 2,096 | +14.9% | 0.06% | +20.8% |
| Q3 2022 | $247,000 | -1.2% | 1,824 | +4.5% | 0.05% | -2.0% |
| Q2 2022 | $250,000 | -16.1% | 1,746 | -5.2% | 0.05% | -7.5% |
| Q1 2022 | $298,000 | +24.7% | 1,841 | +32.2% | 0.05% | +29.3% |
| Q4 2021 | $239,000 | +7.7% | 1,393 | -3.0% | 0.04% | -2.4% |
| Q2 2021 | $222,000 | – | 1,436 | – | 0.04% | – |
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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% |