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 | $2,716,598 | -9.8% | 17,484 | -5.7% | 1.16% | -10.3% |
| Q2 2023 | $3,010,739 | +6.2% | 18,536 | +0.7% | 1.30% | -4.0% |
| Q1 2023 | $2,834,739 | +0.9% | 18,406 | -0.5% | 1.35% | -5.5% |
| Q4 2022 | $2,809,589 | +12.3% | 18,502 | +0.0% | 1.43% | +2.7% |
| Q3 2022 | $2,501,000 | -6.8% | 18,501 | -1.1% | 1.39% | +0.3% |
| Q2 2022 | $2,683,000 | -10.2% | 18,702 | +1.5% | 1.39% | -0.9% |
| Q1 2022 | $2,989,000 | -3.1% | 18,433 | +2.6% | 1.40% | -2.0% |
| Q4 2021 | $3,085,000 | +16.1% | 17,962 | +3.8% | 1.43% | +5.9% |
| Q3 2021 | $2,658,000 | +5.6% | 17,306 | +6.4% | 1.35% | -4.7% |
| Q2 2021 | $2,518,000 | +7.3% | 16,269 | +2.0% | 1.42% | -3.0% |
| Q1 2021 | $2,346,000 | +19.0% | 15,948 | +14.2% | 1.46% | +4.7% |
| Q4 2020 | $1,971,000 | +9.6% | 13,962 | -0.1% | 1.39% | -8.9% |
| Q3 2020 | $1,799,000 | +7.9% | 13,981 | -1.7% | 1.53% | -2.6% |
| Q2 2020 | $1,667,000 | -5.6% | 14,222 | -16.7% | 1.57% | -22.7% |
| Q1 2020 | $1,765,000 | -10.7% | 17,068 | +7.6% | 2.03% | +13.8% |
| Q4 2019 | $1,977,000 | +9.5% | 15,862 | +5.0% | 1.78% | -6.7% |
| Q3 2019 | $1,806,000 | +4.0% | 15,103 | +0.1% | 1.91% | +2.2% |
| Q2 2019 | $1,737,000 | – | 15,087 | – | 1.87% | – |
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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% |