VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $183,124 | +4.9% | 1,127 | -0.5% | 0.04% | 0.0% |
| Q1 2023 | $174,555 | +8.7% | 1,133 | -4.6% | 0.04% | -14.9% |
| Q4 2022 | $160,581 | -0.3% | 1,188 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $161,000 | -6.4% | 1,188 | -0.7% | 0.05% | 0.0% |
| Q2 2022 | $172,000 | -14.9% | 1,196 | -3.8% | 0.05% | -2.1% |
| Q1 2022 | $202,000 | -14.8% | 1,243 | -9.9% | 0.05% | -9.4% |
| Q4 2021 | $237,000 | +11.3% | 1,380 | -0.4% | 0.05% | +3.9% |
| Q3 2021 | $213,000 | -5.8% | 1,386 | -5.1% | 0.05% | -5.6% |
| Q2 2021 | $226,000 | -16.9% | 1,461 | -21.0% | 0.05% | -22.9% |
| Q1 2021 | $272,000 | +4.6% | 1,849 | +0.3% | 0.07% | -1.4% |
| Q4 2020 | $260,000 | -5.8% | 1,843 | -13.7% | 0.07% | -12.3% |
| Q3 2020 | $276,000 | +16.5% | 2,136 | +6.1% | 0.08% | +11.0% |
| Q2 2020 | $237,000 | +18.5% | 2,014 | +3.7% | 0.07% | +17.7% |
| Q1 2020 | $200,000 | -55.5% | 1,943 | -46.1% | 0.06% | -53.7% |
| Q4 2019 | $449,000 | +4.2% | 3,608 | 0.0% | 0.13% | -7.6% |
| Q3 2019 | $431,000 | -6.5% | 3,608 | -9.8% | 0.14% | -14.7% |
| Q2 2019 | $461,000 | +5.0% | 4,002 | 0.0% | 0.17% | -11.9% |
| Q1 2019 | $439,000 | +0.7% | 4,002 | -10.2% | 0.19% | -23.4% |
| Q4 2018 | $436,000 | – | 4,455 | – | 0.25% | – |
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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% |