Optas, LLC - VANGUARD SPECIALIZED FUNDS ownership

VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.

Quarter-by-quarter ownership
Optas, LLC ownership history of VANGUARD SPECIALIZED FUNDS
ValueSharesWeighting
Q3 2023$413,622
-4.3%
2,6620.0%0.14%
-4.8%
Q2 2023$432,389
+4.0%
2,662
-1.4%
0.14%
-2.0%
Q1 2023$415,673
+2.8%
2,699
+1.4%
0.15%
-11.4%
Q4 2022$404,225
+12.3%
2,6620.0%0.17%
+5.7%
Q3 2022$360,000
-5.8%
2,6620.0%0.16%
+1.3%
Q2 2022$382,000
-11.6%
2,6620.0%0.16%
+10.6%
Q1 2022$432,000
-5.5%
2,6620.0%0.14%
+9.3%
Q4 2021$457,000
+11.7%
2,6620.0%0.13%
+8.4%
Q3 2021$409,000
-0.7%
2,6620.0%0.12%
+0.8%
Q2 2021$412,000
+5.1%
2,6620.0%0.12%
-4.1%
Q1 2021$392,000
+4.3%
2,6620.0%0.12%
+1.7%
Q4 2020$376,000
+9.9%
2,6620.0%0.12%
+15.2%
Q3 2020$342,000
+20.8%
2,662
+10.4%
0.10%
-8.7%
Q2 2020$283,000
+13.7%
2,4120.0%0.12%
-7.3%
Q1 2020$249,000
-17.3%
2,4120.0%0.12%
+6.9%
Q4 2019$301,0002,4120.12%
Other shareholders
VANGUARD SPECIALIZED FUNDS shareholders Q2 2022
NameSharesValueWeighting ↓
Hubbell Strickland Wealth Management, LLC 356,040$55,296,93933.12%
Mosaic Advisors LLC 217,683$33,823,61330.96%
360 Financial, Inc. 302,289$46,824,50529.13%
DAN L DUNCAN FOUNDATION 105,146$16,337,58527.25%
Family Investment Center, Inc. 259,500$40,321,08324.35%
Mercer Investments LLC 92,891$14,433,40423.09%
Valence8 US LP 215,549$33,492,00421.19%
EWA, LLC 163,318$25,952,92616.82%
McCarthy Asset Management, Inc. 133,487$20,741,16115.22%
FIDELIS iM, LLC 161,469$25,08914.70%
View complete list of VANGUARD SPECIALIZED FUNDS shareholders