VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,036,728 | -4.3% | 19,544 | +0.1% | 1.10% | +0.2% |
| Q2 2023 | $3,172,427 | +5.4% | 19,531 | -0.1% | 1.09% | -2.9% |
| Q1 2023 | $3,011,056 | +14.9% | 19,551 | +13.3% | 1.13% | +2.6% |
| Q4 2022 | $2,620,201 | +21.7% | 17,255 | +8.3% | 1.10% | +8.4% |
| Q3 2022 | $2,153,000 | -7.3% | 15,934 | -1.6% | 1.01% | -7.9% |
| Q2 2022 | $2,323,000 | -7.0% | 16,196 | +5.2% | 1.10% | -8.7% |
| Q1 2022 | $2,497,000 | -5.7% | 15,399 | -0.1% | 1.20% | +20.0% |
| Q4 2021 | $2,647,000 | +17.2% | 15,412 | +4.8% | 1.00% | +1.4% |
| Q3 2021 | $2,259,000 | -2.0% | 14,708 | -1.2% | 0.99% | -6.2% |
| Q2 2021 | $2,304,000 | +5.3% | 14,885 | +0.0% | 1.06% | -7.6% |
| Q1 2021 | $2,189,000 | +10.2% | 14,884 | +5.7% | 1.14% | -2.7% |
| Q4 2020 | $1,987,000 | +11.4% | 14,075 | +1.5% | 1.18% | -9.9% |
| Q3 2020 | $1,784,000 | +48.0% | 13,866 | +34.8% | 1.30% | +29.6% |
| Q2 2020 | $1,205,000 | +27.6% | 10,285 | +20.5% | 1.01% | +42.7% |
| Q3 2018 | $944,000 | +29.0% | 8,532 | +18.5% | 0.70% | +7.8% |
| Q2 2018 | $732,000 | +5.8% | 7,203 | +5.1% | 0.65% | -12.9% |
| Q1 2018 | $692,000 | +0.4% | 6,853 | +1.4% | 0.75% | +21.1% |
| Q4 2017 | $689,000 | – | 6,761 | – | 0.62% | – |
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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% |