VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $709,041 | -4.3% | 4,563 | 0.0% | 0.09% | -2.1% |
| Q2 2023 | $741,134 | +1.7% | 4,563 | -3.6% | 0.10% | -8.6% |
| Q1 2023 | $729,051 | +13.1% | 4,734 | +11.6% | 0.10% | -0.9% |
| Q4 2022 | $644,344 | +32.9% | 4,243 | +18.3% | 0.11% | +14.0% |
| Q3 2022 | $485,000 | -5.8% | 3,588 | +0.0% | 0.09% | -3.1% |
| Q2 2022 | $515,000 | -11.5% | 3,587 | 0.0% | 0.10% | +3.2% |
| Q1 2022 | $582,000 | +5.8% | 3,587 | +12.1% | 0.09% | +9.4% |
| Q4 2021 | $550,000 | +12.7% | 3,200 | +0.7% | 0.08% | +2.4% |
| Q3 2021 | $488,000 | -0.8% | 3,178 | +0.0% | 0.08% | -4.6% |
| Q2 2021 | $492,000 | – | 3,177 | – | 0.09% | – |
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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% |