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 | $38,845 | -4.3% | 250 | 0.0% | 0.04% | -19.6% |
| Q2 2023 | $40,608 | +5.5% | 250 | 0.0% | 0.06% | -3.4% |
| Q1 2023 | $38,503 | +1.4% | 250 | 0.0% | 0.06% | -6.5% |
| Q4 2022 | $37,963 | +11.7% | 250 | 0.0% | 0.06% | -7.5% |
| Q3 2022 | $34,000 | -5.6% | 250 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $36,000 | -12.2% | 250 | 0.0% | 0.07% | +8.1% |
| Q1 2022 | $41,000 | -4.7% | 250 | 0.0% | 0.06% | +3.3% |
| Q4 2021 | $43,000 | +13.2% | 250 | 0.0% | 0.06% | +5.3% |
| Q3 2021 | $38,000 | -2.6% | 250 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $39,000 | +5.4% | 250 | 0.0% | 0.06% | +3.6% |
| Q1 2021 | $37,000 | +5.7% | 250 | 0.0% | 0.06% | +1.8% |
| Q4 2020 | $35,000 | +9.4% | 250 | 0.0% | 0.06% | -50.0% |
| Q3 2020 | $32,000 | +10.3% | 250 | 0.0% | 0.11% | +3.8% |
| Q2 2020 | $29,000 | +11.5% | 250 | 0.0% | 0.11% | +1.9% |
| Q1 2020 | $26,000 | -16.1% | 250 | 0.0% | 0.10% | +9.5% |
| Q4 2019 | $31,000 | +3.3% | 250 | 0.0% | 0.10% | -4.0% |
| Q3 2019 | $30,000 | +3.4% | 250 | 0.0% | 0.10% | +20.7% |
| Q2 2019 | $29,000 | +7.4% | 250 | 0.0% | 0.08% | -10.9% |
| Q1 2019 | $27,000 | +3.8% | 250 | -0.8% | 0.09% | +7.0% |
| Q4 2018 | $26,000 | – | 252 | – | 0.09% | – |
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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% |