VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,087,026 | -3.2% | 19,868 | +1.2% | 0.04% | +8.8% |
| Q2 2023 | $3,187,948 | +15.0% | 19,627 | +9.0% | 0.03% | 0.0% |
| Q1 2023 | $2,771,844 | +20.0% | 17,999 | +18.3% | 0.03% | -58.0% |
| Q4 2022 | $2,310,489 | -2.4% | 15,216 | -13.2% | 0.08% | -13.8% |
| Q3 2022 | $2,368,000 | -31.4% | 17,521 | -27.1% | 0.09% | -31.9% |
| Q2 2022 | $3,450,000 | +9.9% | 24,046 | +24.2% | 0.14% | +25.5% |
| Q1 2022 | $3,140,000 | +14.7% | 19,365 | +21.4% | 0.11% | +19.6% |
| Q4 2021 | $2,738,000 | +28.0% | 15,945 | +14.5% | 0.09% | +16.5% |
| Q3 2021 | $2,139,000 | -5.0% | 13,926 | -4.3% | 0.08% | -10.2% |
| Q2 2021 | $2,252,000 | +9.3% | 14,550 | +3.9% | 0.09% | -1.1% |
| Q1 2021 | $2,060,000 | +9.8% | 14,006 | +5.4% | 0.09% | +2.3% |
| Q4 2020 | $1,876,000 | +13.1% | 13,291 | +3.1% | 0.09% | +1.2% |
| Q3 2020 | $1,658,000 | +9.9% | 12,889 | +0.2% | 0.09% | +4.9% |
| Q2 2020 | $1,508,000 | +36.7% | 12,869 | +20.7% | 0.08% | +7.9% |
| Q1 2020 | $1,103,000 | -49.3% | 10,666 | -38.9% | 0.08% | -55.6% |
| Q4 2019 | $2,176,000 | – | 17,458 | – | 0.17% | – |
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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% |