VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $503 | +5.5% | 3,102 | 0.0% | 0.18% | 0.0% |
| Q1 2023 | $477 | +1.3% | 3,102 | 0.0% | 0.18% | -4.3% |
| Q4 2022 | $471 | -99.9% | 3,102 | 0.0% | 0.19% | -1.1% |
| Q3 2022 | $419,000 | -5.8% | 3,102 | 0.0% | 0.19% | +2.2% |
| Q2 2022 | $445,000 | -11.5% | 3,102 | 0.0% | 0.18% | +5.1% |
| Q1 2022 | $503,000 | -5.6% | 3,102 | 0.0% | 0.18% | -0.6% |
| Q4 2021 | $533,000 | +12.0% | 3,102 | 0.0% | 0.18% | +2.3% |
| Q3 2021 | $476,000 | +4.4% | 3,102 | 0.0% | 0.17% | -4.4% |
| Q1 2021 | $456,000 | +8.3% | 3,102 | +4.1% | 0.18% | -3.7% |
| Q4 2020 | $421,000 | +9.6% | 2,981 | 0.0% | 0.19% | -2.1% |
| Q3 2020 | $384,000 | +11.3% | 2,981 | 0.0% | 0.19% | +1.1% |
| Q2 2020 | $345,000 | +9.9% | 2,981 | 0.0% | 0.19% | -9.1% |
| Q1 2020 | $314,000 | -15.4% | 2,981 | 0.0% | 0.21% | +12.4% |
| Q4 2019 | $371,000 | +4.8% | 2,981 | 0.0% | 0.19% | -3.6% |
| Q3 2019 | $354,000 | +3.2% | 2,981 | 0.0% | 0.19% | +1.6% |
| Q2 2019 | $343,000 | +3.9% | 2,981 | 0.0% | 0.19% | +5.6% |
| Q3 2018 | $330,000 | +8.9% | 2,981 | 0.0% | 0.18% | +3.4% |
| Q2 2018 | $303,000 | +0.7% | 2,981 | 0.0% | 0.17% | +3.6% |
| Q1 2018 | $301,000 | -1.0% | 2,981 | 0.0% | 0.17% | -1.2% |
| Q4 2017 | $304,000 | – | 2,981 | – | 0.17% | – |
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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% |