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 | $512,280 | +1.5% | 3,296 | +6.1% | 0.16% | +6.0% |
| Q2 2023 | $504,582 | +5.5% | 3,106 | 0.0% | 0.15% | -5.1% |
| Q1 2023 | $478,426 | +10.6% | 3,106 | +9.1% | 0.16% | +0.6% |
| Q4 2022 | $432,468 | +12.6% | 2,848 | +0.1% | 0.16% | +0.6% |
| Q3 2022 | $384,000 | -12.3% | 2,844 | -6.9% | 0.16% | -10.4% |
| Q2 2022 | $438,000 | -12.0% | 3,056 | -0.4% | 0.17% | +10.2% |
| Q1 2022 | $498,000 | +13.2% | 3,068 | +19.8% | 0.16% | +6.1% |
| Q4 2021 | $440,000 | +31.7% | 2,561 | +17.7% | 0.15% | -7.5% |
| Q3 2021 | $334,000 | -11.2% | 2,176 | -10.5% | 0.16% | +8.8% |
| Q2 2021 | $376,000 | +27.0% | 2,430 | +20.7% | 0.15% | +16.7% |
| Q1 2021 | $296,000 | +9.2% | 2,013 | +4.8% | 0.13% | +1.6% |
| Q4 2020 | $271,000 | +9.7% | 1,921 | +0.2% | 0.12% | -10.1% |
| Q3 2020 | $247,000 | -20.3% | 1,918 | -40.1% | 0.14% | -43.4% |
| Q4 2018 | $310,000 | – | 3,202 | – | 0.24% | – |
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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% |