VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $468,080 | +96015.0% | 3,012 | +0.4% | 0.17% | +1.2% |
| Q2 2023 | $487 | +5.4% | 3,000 | 0.0% | 0.17% | -2.3% |
| Q1 2023 | $462 | -2.9% | 3,000 | -4.2% | 0.17% | -4.4% |
| Q4 2022 | $476 | -100.0% | 3,132 | -66.5% | 0.18% | +8.4% |
| Q3 2022 | $1,263,000 | +183.8% | 9,347 | +201.3% | 0.17% | -0.6% |
| Q2 2022 | $445,000 | -11.2% | 3,102 | +0.5% | 0.17% | +1.8% |
| Q1 2022 | $501,000 | -8.6% | 3,088 | -3.3% | 0.16% | -8.3% |
| Q4 2021 | $548,000 | +11.8% | 3,193 | +0.1% | 0.18% | +0.6% |
| Q3 2021 | $490,000 | -5.2% | 3,190 | -4.6% | 0.18% | -3.2% |
| Q2 2021 | $517,000 | – | 3,343 | – | 0.18% | – |
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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% |