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 | $556,394 | -4.3% | 3,581 | +0.0% | 0.06% | 0.0% |
| Q2 2023 | $581,539 | +5.5% | 3,580 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $551,393 | -20.9% | 3,580 | -22.0% | 0.06% | -26.4% |
| Q4 2022 | $696,781 | -31.2% | 4,588 | -38.8% | 0.09% | -36.5% |
| Q3 2022 | $1,013,000 | -18.1% | 7,499 | -13.0% | 0.14% | -13.3% |
| Q2 2022 | $1,237,000 | -23.8% | 8,623 | -13.9% | 0.16% | -15.1% |
| Q1 2022 | $1,624,000 | +11.3% | 10,016 | +6.5% | 0.19% | +17.0% |
| Q4 2021 | $1,459,000 | +3.1% | 9,404 | +2.0% | 0.16% | -3.0% |
| Q3 2021 | $1,415,000 | +1.0% | 9,217 | +1.8% | 0.16% | 0.0% |
| Q2 2021 | $1,401,000 | +110.0% | 9,051 | +99.4% | 0.16% | +67.3% |
| Q1 2021 | $667,000 | +118.7% | 4,539 | +110.0% | 0.10% | +113.0% |
| Q4 2020 | $305,000 | +44.5% | 2,161 | +31.4% | 0.05% | +31.4% |
| Q3 2020 | $211,000 | +1.9% | 1,644 | -1.0% | 0.04% | -7.9% |
| Q4 2019 | $207,000 | +239.3% | 1,660 | +162.7% | 0.04% | +171.4% |
| Q4 2018 | $61,000 | – | 632 | – | 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% |