VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $959,958 | +12.4% | 6,322 | +0.1% | 0.38% | +6.5% |
| Q3 2022 | $854,000 | -5.7% | 6,318 | +0.0% | 0.36% | -3.5% |
| Q2 2022 | $906,000 | -9.0% | 6,315 | +2.7% | 0.37% | -3.4% |
| Q1 2022 | $996,000 | -13.8% | 6,147 | -8.7% | 0.38% | +66.1% |
| Q4 2021 | $1,156,000 | +11.9% | 6,735 | +0.1% | 0.23% | -42.2% |
| Q3 2021 | $1,033,000 | -1.1% | 6,728 | -0.4% | 0.40% | +2.3% |
| Q2 2021 | $1,045,000 | +4.8% | 6,754 | -0.4% | 0.39% | -9.3% |
| Q1 2021 | $997,000 | +4.3% | 6,784 | +0.1% | 0.43% | -4.9% |
| Q4 2020 | $956,000 | +6.5% | 6,778 | -2.9% | 0.45% | -7.8% |
| Q3 2020 | $898,000 | +13.5% | 6,984 | +3.3% | 0.49% | +11.1% |
| Q2 2020 | $791,000 | +14.1% | 6,758 | +0.8% | 0.44% | -5.0% |
| Q1 2020 | $693,000 | -17.6% | 6,705 | -0.6% | 0.46% | -4.3% |
| Q4 2019 | $841,000 | +0.7% | 6,748 | -3.4% | 0.48% | -9.2% |
| Q3 2019 | $835,000 | +4.0% | 6,985 | +0.1% | 0.53% | -2.0% |
| Q2 2019 | $803,000 | -1.8% | 6,977 | -6.6% | 0.54% | -7.3% |
| Q1 2019 | $818,000 | +11.6% | 7,467 | -0.3% | 0.59% | +6.1% |
| Q4 2018 | $733,000 | +1.2% | 7,490 | +14.8% | 0.55% | +4.5% |
| Q3 2018 | $724,000 | +16.0% | 6,523 | +6.3% | 0.53% | +16.3% |
| Q2 2018 | $624,000 | +0.6% | 6,139 | 0.0% | 0.46% | -6.0% |
| Q1 2018 | $620,000 | -3.1% | 6,139 | -0.0% | 0.48% | +0.4% |
| Q4 2017 | $640,000 | – | 6,141 | – | 0.48% | – |
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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% |