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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $339,438 | +1.4% | 2,204 | 0.0% | 0.17% | +10.5% |
| Q4 2022 | $334,677 | +12.3% | 2,204 | 0.0% | 0.15% | -3.2% |
| Q3 2022 | $298,000 | -77.7% | 2,204 | -76.4% | 0.16% | -73.4% |
| Q2 2022 | $1,338,000 | -12.5% | 9,329 | -1.1% | 0.59% | +22.6% |
| Q1 2022 | $1,529,000 | -5.8% | 9,429 | -0.2% | 0.48% | -32.9% |
| Q4 2021 | $1,623,000 | +11.8% | 9,450 | 0.0% | 0.72% | +3.6% |
| Q3 2021 | $1,452,000 | -0.8% | 9,450 | 0.0% | 0.69% | +2.7% |
| Q2 2021 | $1,463,000 | +5.3% | 9,450 | 0.0% | 0.68% | -3.8% |
| Q1 2021 | $1,390,000 | -1.6% | 9,450 | -5.5% | 0.70% | -7.1% |
| Q4 2020 | $1,412,000 | +8.4% | 10,000 | -1.2% | 0.76% | -12.9% |
| Q3 2020 | $1,303,000 | -17.8% | 10,125 | -25.1% | 0.87% | -10.0% |
| Q2 2020 | $1,585,000 | +15.2% | 13,525 | +1.7% | 0.96% | -2.4% |
| Q1 2020 | $1,376,000 | – | 13,305 | – | 0.99% | – |
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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% |