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 | $1,712,485 | -8.6% | 11,021 | -4.4% | 0.47% | -1.9% |
| Q2 2023 | $1,872,699 | +0.5% | 11,529 | -4.7% | 0.48% | -0.8% |
| Q1 2023 | $1,864,024 | -3.2% | 12,103 | -4.6% | 0.48% | -5.1% |
| Q4 2022 | $1,925,954 | -0.7% | 12,683 | -4.0% | 0.50% | -5.4% |
| Q3 2022 | $1,939,000 | +2.4% | 13,213 | +0.1% | 0.53% | -0.4% |
| Q2 2022 | $1,894,000 | -9.8% | 13,201 | +2.0% | 0.54% | -6.9% |
| Q1 2022 | $2,099,000 | +22.2% | 12,942 | +29.4% | 0.58% | -1.2% |
| Q4 2021 | $1,718,000 | +12.8% | 10,005 | +0.9% | 0.58% | -4.0% |
| Q3 2021 | $1,523,000 | -8.1% | 9,917 | -4.1% | 0.61% | -9.3% |
| Q2 2021 | $1,657,000 | +12.6% | 10,346 | +3.4% | 0.67% | +1.8% |
| Q1 2021 | $1,472,000 | +31.7% | 10,007 | +27.8% | 0.66% | +31.9% |
| Q4 2020 | $1,118,000 | +2.4% | 7,830 | -3.6% | 0.50% | -21.5% |
| Q3 2020 | $1,092,000 | -7.5% | 8,120 | -14.5% | 0.63% | -13.0% |
| Q2 2020 | $1,181,000 | +16.4% | 9,497 | -3.3% | 0.73% | -21.2% |
| Q1 2020 | $1,015,000 | +314.3% | 9,819 | +413.0% | 0.92% | +516.7% |
| Q4 2019 | $245,000 | +14.0% | 1,914 | +6.5% | 0.15% | +3.4% |
| Q3 2019 | $215,000 | – | 1,798 | – | 0.14% | – |
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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% |