VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,779,503 | -2.0% | 56,503 | +2.4% | 0.86% | +0.1% |
| Q2 2023 | $8,961,482 | +4.7% | 55,171 | -0.8% | 0.86% | -4.4% |
| Q1 2023 | $8,562,856 | -1.5% | 55,599 | -2.9% | 0.89% | -5.4% |
| Q4 2022 | $8,693,829 | +12.4% | 57,253 | +0.0% | 0.94% | +10.4% |
| Q3 2022 | $7,736,000 | -5.6% | 57,237 | +0.2% | 0.86% | +0.4% |
| Q2 2022 | $8,197,000 | +0.7% | 57,134 | +13.8% | 0.85% | +17.2% |
| Q1 2022 | $8,141,000 | -2.4% | 50,205 | +3.4% | 0.73% | -1.2% |
| Q4 2021 | $8,343,000 | +5.2% | 48,574 | +0.7% | 0.74% | +3.7% |
| Q3 2021 | $7,931,000 | +16.5% | 48,214 | +9.7% | 0.71% | -27.3% |
| Q2 2021 | $6,805,000 | +597.9% | 43,953 | +563.5% | 0.98% | +735.9% |
| Q1 2021 | $975,000 | +19.6% | 6,624 | +14.7% | 0.12% | +9.3% |
| Q4 2020 | $815,000 | +16.9% | 5,774 | +6.6% | 0.11% | -15.7% |
| Q3 2020 | $697,000 | +9.2% | 5,418 | -12.2% | 0.13% | -33.5% |
| Q1 2020 | $638,000 | -14.1% | 6,168 | +3.5% | 0.19% | -4.5% |
| Q4 2019 | $743,000 | – | 5,957 | – | 0.20% | – |
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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% |