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 | $2,674,813 | -4.0% | 17,215 | +0.3% | 1.02% | -0.2% |
| Q2 2023 | $2,787,092 | +3.1% | 17,159 | -2.3% | 1.03% | -0.6% |
| Q1 2023 | $2,704,220 | -4.2% | 17,559 | -5.5% | 1.03% | -10.9% |
| Q4 2022 | $2,822,950 | +9.2% | 18,590 | +3.2% | 1.16% | -7.2% |
| Q3 2022 | $2,585,000 | 0.0% | 18,015 | 0.0% | 1.25% | +16.4% |
| Q2 2022 | $2,585,000 | -6.2% | 18,015 | +6.0% | 1.07% | +6.8% |
| Q1 2022 | $2,756,000 | -3.1% | 16,998 | +2.6% | 1.01% | -9.4% |
| Q4 2021 | $2,845,000 | +18.9% | 16,565 | +6.4% | 1.11% | +5.7% |
| Q3 2021 | $2,392,000 | -3.2% | 15,571 | -2.5% | 1.05% | -2.4% |
| Q2 2021 | $2,471,000 | +6.2% | 15,965 | +1.0% | 1.08% | -2.9% |
| Q1 2021 | $2,326,000 | +23.8% | 15,813 | +18.8% | 1.11% | +17.1% |
| Q4 2020 | $1,879,000 | +18.1% | 13,309 | +7.6% | 0.95% | -0.3% |
| Q3 2020 | $1,591,000 | +45.2% | 12,367 | +32.2% | 0.95% | +31.1% |
| Q2 2020 | $1,096,000 | +28.0% | 9,352 | +13.0% | 0.72% | +4.9% |
| Q1 2020 | $856,000 | -6.7% | 8,275 | +12.5% | 0.69% | +17.9% |
| Q4 2019 | $917,000 | – | 7,354 | – | 0.58% | – |
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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% |