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 | $557,704 | -4.3% | 3,589 | +0.0% | 0.33% | -3.8% |
| Q2 2023 | $582,730 | +5.5% | 3,588 | 0.0% | 0.34% | -1.2% |
| Q1 2023 | $552,522 | +1.5% | 3,588 | +0.1% | 0.34% | -2.6% |
| Q4 2022 | $544,501 | +12.5% | 3,586 | +0.1% | 0.35% | +9.7% |
| Q3 2022 | $484,000 | -5.7% | 3,584 | +0.1% | 0.32% | -7.2% |
| Q2 2022 | $513,000 | -11.7% | 3,582 | +0.1% | 0.35% | -4.4% |
| Q1 2022 | $581,000 | -5.5% | 3,580 | +0.0% | 0.36% | +4.0% |
| Q4 2021 | $615,000 | +12.0% | 3,579 | +0.1% | 0.35% | +10.1% |
| Q3 2021 | $549,000 | -3.5% | 3,577 | -2.7% | 0.32% | -17.1% |
| Q2 2021 | $569,000 | +35.8% | 3,677 | +11.3% | 0.38% | +75.6% |
| Q2 2020 | $419,000 | – | 3,304 | – | 0.22% | – |
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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% |