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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $407 | +4.4% | 2,642 | +2.9% | 0.17% | -4.0% |
| Q4 2022 | $390 | -99.9% | 2,568 | +2.6% | 0.17% | +8.1% |
| Q3 2022 | $338,000 | -5.8% | 2,503 | 0.0% | 0.16% | -1.8% |
| Q2 2022 | $359,000 | -11.6% | 2,503 | 0.0% | 0.16% | -1.2% |
| Q1 2022 | $406,000 | -6.9% | 2,503 | -1.4% | 0.17% | -2.4% |
| Q4 2021 | $436,000 | +11.8% | 2,539 | +0.0% | 0.17% | +4.9% |
| Q3 2021 | $390,000 | -0.8% | 2,538 | +0.1% | 0.16% | -4.7% |
| Q2 2021 | $393,000 | +3.1% | 2,536 | -2.0% | 0.17% | -18.3% |
| Q1 2021 | $381,000 | +4.4% | 2,588 | +0.0% | 0.21% | -4.1% |
| Q4 2020 | $365,000 | +10.3% | 2,587 | +0.4% | 0.22% | -2.7% |
| Q3 2020 | $331,000 | +9.6% | 2,576 | +0.0% | 0.22% | -1.8% |
| Q2 2020 | $302,000 | +43.8% | 2,575 | +26.8% | 0.23% | +24.0% |
| Q1 2020 | $210,000 | – | 2,030 | – | 0.18% | – |
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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% |