VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,245,456 | -48.2% | 20,887 | -45.9% | 2.30% | -45.5% |
| Q2 2023 | $6,269,625 | +8.2% | 38,599 | +2.6% | 4.21% | +11.3% |
| Q1 2023 | $5,794,308 | +2.9% | 37,623 | +1.4% | 3.79% | -11.8% |
| Q4 2022 | $5,633,724 | +12.9% | 37,101 | +0.5% | 4.29% | +20.5% |
| Q3 2022 | $4,989,000 | +19.0% | 36,913 | +26.4% | 3.56% | +28.2% |
| Q2 2022 | $4,191,000 | +14867.9% | 29,211 | +15114.1% | 2.78% | +13785.0% |
| Q1 2021 | $28,000 | +33.3% | 192 | +8.5% | 0.02% | -4.8% |
| Q2 2020 | $21,000 | -70.4% | 177 | -74.3% | 0.02% | -56.2% |
| Q1 2020 | $71,000 | +10.9% | 690 | +34.5% | 0.05% | +23.1% |
| Q4 2019 | $64,000 | +4.9% | 513 | +0.4% | 0.04% | +34.5% |
| Q3 2019 | $61,000 | +3.4% | 511 | +0.6% | 0.03% | 0.0% |
| Q2 2019 | $59,000 | +7.3% | 508 | +0.8% | 0.03% | 0.0% |
| Q1 2019 | $55,000 | +12.2% | 504 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $49,000 | -10.9% | 504 | +1.0% | 0.03% | -3.2% |
| Q3 2018 | $55,000 | +10.0% | 499 | +0.6% | 0.03% | +6.9% |
| Q2 2018 | $50,000 | 0.0% | 496 | 0.0% | 0.03% | +3.6% |
| Q1 2018 | $50,000 | -74.5% | 496 | -74.2% | 0.03% | -76.7% |
| Q4 2017 | $196,000 | +317.0% | 1,921 | +287.3% | 0.12% | +263.6% |
| Q3 2017 | $47,000 | – | 496 | – | 0.03% | – |
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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% |