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 | $514,869 | -0.5% | 3,314 | -1.4% | 0.37% | -1.3% |
| Q2 2023 | $517,706 | 0.0% | 3,362 | 0.0% | 0.38% | 0.0% |
| Q1 2023 | $517,706 | -11.8% | 3,362 | -13.0% | 0.38% | -14.9% |
| Q4 2022 | $586,958 | +11.6% | 3,865 | -0.6% | 0.44% | +6.2% |
| Q3 2022 | $526,000 | -5.7% | 3,888 | +0.0% | 0.42% | +2.0% |
| Q2 2022 | $558,000 | -11.4% | 3,887 | +0.1% | 0.41% | +3.8% |
| Q1 2022 | $630,000 | -12.6% | 3,885 | -7.4% | 0.39% | -9.4% |
| Q4 2021 | $721,000 | +6.5% | 4,196 | -4.7% | 0.43% | -2.7% |
| Q3 2021 | $677,000 | -4.8% | 4,404 | -4.2% | 0.45% | -8.8% |
| Q2 2021 | $711,000 | +5.2% | 4,595 | +0.0% | 0.49% | -3.2% |
| Q1 2021 | $676,000 | +3.2% | 4,593 | -0.9% | 0.50% | -7.3% |
| Q4 2020 | $655,000 | +9.9% | 4,636 | +0.1% | 0.54% | -3.9% |
| Q3 2020 | $596,000 | +9.8% | 4,633 | -0.1% | 0.57% | -0.9% |
| Q2 2020 | $543,000 | +11.7% | 4,638 | -1.3% | 0.57% | -3.1% |
| Q1 2020 | $486,000 | -51.8% | 4,701 | -41.9% | 0.59% | -38.7% |
| Q4 2019 | $1,009,000 | – | 8,096 | – | 0.96% | – |
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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% |