VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,321,973 | -14.7% | 8,508 | -10.9% | 0.11% | -9.5% |
| Q2 2023 | $1,550,232 | +5.6% | 9,544 | +0.1% | 0.13% | -6.7% |
| Q1 2023 | $1,468,639 | +0.7% | 9,536 | -0.7% | 0.14% | +7.1% |
| Q4 2022 | $1,458,340 | +12.4% | 9,604 | -0.0% | 0.13% | -2.3% |
| Q3 2022 | $1,298,000 | -5.7% | 9,605 | +0.1% | 0.13% | -6.5% |
| Q2 2022 | $1,377,000 | -10.7% | 9,597 | +0.9% | 0.14% | +2.2% |
| Q1 2022 | $1,542,000 | -5.3% | 9,508 | +0.3% | 0.14% | +12.5% |
| Q4 2021 | $1,628,000 | +11.8% | 9,478 | 0.0% | 0.12% | 0.0% |
| Q3 2021 | $1,456,000 | -0.7% | 9,478 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $1,467,000 | -3.6% | 9,478 | -8.3% | 0.12% | -13.6% |
| Q1 2021 | $1,521,000 | +36.7% | 10,339 | +31.2% | 0.14% | +45.8% |
| Q4 2020 | $1,113,000 | -39.8% | 7,882 | -45.2% | 0.10% | -52.2% |
| Q3 2020 | $1,850,000 | +9.8% | 14,382 | 0.0% | 0.20% | +1.5% |
| Q2 2020 | $1,685,000 | +2.9% | 14,382 | -9.2% | 0.20% | -8.8% |
| Q1 2020 | $1,638,000 | -17.1% | 15,840 | 0.0% | 0.22% | +16.0% |
| Q4 2019 | $1,975,000 | +1.2% | 15,840 | -2.9% | 0.19% | -7.0% |
| Q3 2019 | $1,951,000 | +72.7% | 16,313 | +66.2% | 0.20% | +31.4% |
| Q2 2019 | $1,130,000 | -48.9% | 9,813 | -51.4% | 0.15% | -1.9% |
| Q1 2019 | $2,212,000 | +37.6% | 20,180 | +23.0% | 0.16% | +33.3% |
| Q4 2018 | $1,607,000 | – | 16,403 | – | 0.12% | – |
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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% |