VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $345,489 | -6.9% | 2,127 | -11.7% | 0.12% | -8.4% |
| Q1 2023 | $371,164 | -97.8% | 2,410 | -97.8% | 0.13% | -98.1% |
| Q4 2022 | $16,660,678 | +14.5% | 109,718 | +1.9% | 6.78% | +10.2% |
| Q3 2022 | $14,553,000 | -3.1% | 107,670 | +2.9% | 6.15% | +4.7% |
| Q2 2022 | $15,011,000 | -8.7% | 104,631 | +3.2% | 5.87% | -17.8% |
| Q1 2022 | $16,447,000 | +2.0% | 101,422 | +8.1% | 7.15% | -0.8% |
| Q4 2021 | $16,117,000 | +11.8% | 93,838 | -0.0% | 7.20% | +8.7% |
| Q3 2021 | $14,418,000 | +11.8% | 93,866 | +12.7% | 6.63% | +10.2% |
| Q2 2021 | $12,894,000 | +4.9% | 83,302 | -0.3% | 6.02% | +0.9% |
| Q1 2021 | $12,288,000 | +4.4% | 83,548 | +0.2% | 5.97% | -1.0% |
| Q4 2020 | $11,765,000 | +22.7% | 83,342 | +11.8% | 6.03% | +12.3% |
| Q3 2020 | $9,587,000 | -40.3% | 74,516 | -45.6% | 5.37% | +12.3% |
| Q2 2020 | $16,048,000 | +3077.8% | 136,950 | +2556.6% | 4.78% | +866.1% |
| Q4 2018 | $505,000 | – | 5,155 | – | 0.50% | – |
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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% |