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 | $1,361,057 | +11.4% | 8,760 | +16.5% | 0.02% | +13.6% |
| Q2 2023 | $1,221,550 | +10.0% | 7,520 | +4.3% | 0.02% | -8.3% |
| Q1 2023 | $1,110,947 | -11.3% | 7,213 | -12.5% | 0.02% | -22.6% |
| Q4 2022 | $1,251,853 | +27.0% | 8,244 | +13.0% | 0.03% | +10.7% |
| Q3 2022 | $986,000 | +12.4% | 7,297 | +19.3% | 0.03% | +12.0% |
| Q2 2022 | $877,000 | -26.4% | 6,116 | -16.8% | 0.02% | -16.7% |
| Q1 2022 | $1,191,000 | +150.7% | 7,347 | +165.8% | 0.03% | +150.0% |
| Q4 2021 | $475,000 | +84.1% | 2,764 | +66.9% | 0.01% | +50.0% |
| Q2 2021 | $258,000 | – | 1,656 | – | 0.01% | – |
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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% |