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 | $991,635 | -2.1% | 6,382 | +2.3% | 0.22% | +1.4% |
| Q2 2023 | $1,013,076 | +6.3% | 6,237 | +0.8% | 0.21% | +1.0% |
| Q1 2023 | $953,338 | +2.3% | 6,190 | +0.9% | 0.21% | -0.9% |
| Q4 2022 | $931,919 | +11.2% | 6,137 | -1.0% | 0.21% | -0.9% |
| Q3 2022 | $838,000 | -6.7% | 6,201 | -0.9% | 0.21% | -2.3% |
| Q2 2022 | $898,000 | -9.5% | 6,258 | +2.3% | 0.22% | -0.5% |
| Q1 2022 | $992,000 | -8.1% | 6,115 | -2.6% | 0.22% | -8.7% |
| Q4 2021 | $1,079,000 | +14.9% | 6,281 | +2.7% | 0.24% | 0.0% |
| Q3 2021 | $939,000 | -0.8% | 6,115 | 0.0% | 0.24% | -28.3% |
| Q2 2021 | $947,000 | +4.4% | 6,115 | -0.8% | 0.34% | -4.3% |
| Q1 2021 | $907,000 | +3.7% | 6,164 | -0.6% | 0.35% | -2.5% |
| Q4 2020 | $875,000 | +4.8% | 6,199 | -4.5% | 0.36% | -7.9% |
| Q3 2020 | $835,000 | +9.7% | 6,493 | 0.0% | 0.39% | +1.3% |
| Q2 2020 | $761,000 | +11.6% | 6,493 | -1.6% | 0.39% | -14.0% |
| Q1 2020 | $682,000 | -17.0% | 6,596 | 0.0% | 0.45% | -6.1% |
| Q4 2019 | $822,000 | +4.2% | 6,596 | 0.0% | 0.48% | -15.1% |
| Q3 2019 | $789,000 | -9.2% | 6,596 | -12.6% | 0.56% | -13.9% |
| Q2 2019 | $869,000 | +3.0% | 7,546 | 0.0% | 0.65% | +28.5% |
| Q1 2019 | $844,000 | +11.2% | 7,546 | -2.6% | 0.51% | -25.3% |
| Q4 2018 | $759,000 | – | 7,749 | – | 0.68% | – |
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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% |