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 | $402,230 | -4.1% | 2,599 | +0.2% | 0.14% | -5.6% |
| Q2 2023 | $419,298 | +4.0% | 2,595 | +0.1% | 0.14% | -0.7% |
| Q1 2023 | $403,256 | -25.8% | 2,593 | -25.8% | 0.14% | -40.7% |
| Q4 2022 | $543,391 | +36.9% | 3,495 | +19.8% | 0.24% | +21.5% |
| Q3 2022 | $397,000 | -6.6% | 2,918 | +0.2% | 0.20% | -7.8% |
| Q2 2022 | $425,000 | -9.8% | 2,911 | +0.2% | 0.22% | 0.0% |
| Q1 2022 | $471,000 | +1.1% | 2,906 | -0.3% | 0.22% | +14.2% |
| Q4 2021 | $466,000 | -12.4% | 2,916 | -8.3% | 0.19% | +4.4% |
| Q3 2021 | $532,000 | +9.5% | 3,181 | +5.2% | 0.18% | +2.2% |
| Q2 2021 | $486,000 | +5.9% | 3,025 | +0.2% | 0.18% | -3.8% |
| Q1 2021 | $459,000 | +12.8% | 3,019 | +4.6% | 0.18% | +9.5% |
| Q4 2020 | $407,000 | +30.9% | 2,887 | +16.2% | 0.17% | -7.1% |
| Q2 2020 | $311,000 | +41.4% | 2,484 | +24.5% | 0.18% | -4.2% |
| Q1 2020 | $220,000 | – | 1,995 | – | 0.19% | – |
Download | ||||||
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% |