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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,767,654 | -4.8% | 24,248 | -0.4% | 2.35% | -1.8% |
| Q2 2023 | $3,956,308 | +5.5% | 24,357 | 0.0% | 2.40% | +10.7% |
| Q1 2023 | $3,751,222 | +2.8% | 24,357 | +1.4% | 2.16% | -1.2% |
| Q4 2022 | $3,647,741 | +14.8% | 24,022 | +2.2% | 2.19% | +39.8% |
| Q3 2022 | $3,178,000 | -9.5% | 23,512 | -3.9% | 1.57% | -9.6% |
| Q2 2022 | $3,511,000 | -20.6% | 24,469 | +3.5% | 1.73% | +19.8% |
| Q1 2022 | $4,421,000 | +19.2% | 23,649 | +9.5% | 1.45% | +3.2% |
| Q4 2021 | $3,710,000 | +14.5% | 21,603 | +2.4% | 1.40% | +5.3% |
| Q3 2021 | $3,241,000 | -0.8% | 21,103 | 0.0% | 1.33% | +4.4% |
| Q2 2021 | $3,267,000 | +5.3% | 21,103 | +4.2% | 1.28% | +4.6% |
| Q1 2021 | $3,104,000 | -8.6% | 20,250 | -15.8% | 1.22% | -14.0% |
| Q4 2020 | $3,395,000 | +9.7% | 24,052 | 0.0% | 1.42% | -3.4% |
| Q3 2020 | $3,095,000 | +9.9% | 24,052 | 0.0% | 1.47% | +0.6% |
| Q2 2020 | $2,817,000 | +13.3% | 24,052 | 0.0% | 1.46% | -5.7% |
| Q1 2020 | $2,487,000 | -17.0% | 24,052 | 0.0% | 1.55% | -17.7% |
| Q4 2019 | $2,998,000 | – | 24,052 | – | 1.88% | – |
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% |