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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,936 | -4.2% | 1,969 | +0.2% | 0.10% | +6.2% |
| Q2 2023 | $319,309 | +5.5% | 1,966 | 0.0% | 0.10% | +1.1% |
| Q1 2023 | $302,757 | +1.6% | 1,966 | +0.2% | 0.10% | -4.0% |
| Q4 2022 | $298,030 | +12.5% | 1,963 | +0.2% | 0.10% | +5.3% |
| Q3 2022 | $265,000 | -5.7% | 1,959 | +0.2% | 0.09% | +1.1% |
| Q2 2022 | $281,000 | -11.4% | 1,956 | +0.2% | 0.09% | +5.7% |
| Q1 2022 | $317,000 | -5.4% | 1,953 | +0.2% | 0.09% | +1.1% |
| Q4 2021 | $335,000 | +12.0% | 1,950 | +0.2% | 0.09% | -66.4% |
| Q3 2021 | $299,000 | +6.8% | 1,947 | +2.3% | 0.26% | +240.8% |
| Q1 2021 | $280,000 | +4.1% | 1,903 | -0.1% | 0.08% | -1.3% |
| Q4 2020 | $269,000 | +13.0% | 1,904 | +2.9% | 0.08% | -3.8% |
| Q3 2020 | $238,000 | +11.2% | 1,851 | +1.5% | 0.08% | -3.6% |
| Q2 2020 | $214,000 | -16.7% | 1,824 | -26.7% | 0.08% | -30.8% |
| Q1 2020 | $257,000 | -27.8% | 2,488 | -13.0% | 0.12% | -2.4% |
| Q4 2019 | $356,000 | +4.4% | 2,859 | +0.1% | 0.12% | +7.9% |
| Q3 2019 | $341,000 | +4.0% | 2,855 | +0.1% | 0.11% | -5.8% |
| Q2 2019 | $328,000 | +5.1% | 2,851 | +0.2% | 0.12% | +1.7% |
| Q1 2019 | $312,000 | – | 2,844 | – | 0.12% | – |
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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% |