VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,597 | -96.6% | 1,580 | -95.6% | 0.10% | -96.5% |
| Q2 2023 | $5,859,500 | +6.4% | 36,074 | +0.9% | 2.91% | -1.4% |
| Q1 2023 | $5,504,933 | -2.7% | 35,744 | -4.1% | 2.96% | -10.6% |
| Q4 2022 | $5,658,387 | +5.8% | 37,263 | -5.9% | 3.31% | -1.7% |
| Q3 2022 | $5,350,000 | -5.0% | 39,586 | +0.8% | 3.36% | +15.8% |
| Q2 2022 | $5,634,000 | -7.6% | 39,268 | +4.3% | 2.90% | +5.0% |
| Q1 2022 | $6,099,000 | -1.3% | 37,658 | +4.7% | 2.77% | +13.9% |
| Q4 2021 | $6,180,000 | +17.5% | 35,984 | +5.1% | 2.43% | +7.7% |
| Q3 2021 | $5,260,000 | +4.7% | 34,242 | +5.5% | 2.26% | +1.0% |
| Q2 2021 | $5,026,000 | +20.5% | 32,470 | +14.5% | 2.23% | +7.8% |
| Q1 2021 | $4,170,000 | +12.3% | 28,350 | +7.8% | 2.07% | +0.5% |
| Q4 2020 | $3,712,000 | +15.8% | 26,296 | +5.6% | 2.06% | -4.7% |
| Q3 2020 | $3,205,000 | +34.2% | 24,912 | +22.2% | 2.16% | -10.0% |
| Q2 2020 | $2,389,000 | +119.6% | 20,384 | +93.7% | 2.40% | +103.0% |
| Q1 2020 | $1,088,000 | +23.6% | 10,526 | +49.2% | 1.18% | +52.1% |
| Q4 2019 | $880,000 | +229.6% | 7,056 | +216.0% | 0.78% | +191.4% |
| Q3 2019 | $267,000 | – | 2,233 | – | 0.27% | – |
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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% |