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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,314,335 | -2.6% | 47,074 | +1.8% | 1.40% | -2.2% |
| Q2 2023 | $7,507,386 | +12.0% | 46,219 | +6.2% | 1.44% | +0.8% |
| Q1 2023 | $6,704,979 | -15.0% | 43,536 | -16.2% | 1.42% | -21.0% |
| Q4 2022 | $7,890,544 | +15.8% | 51,963 | +3.0% | 1.80% | -2.6% |
| Q3 2022 | $6,816,000 | -5.5% | 50,429 | +0.3% | 1.85% | -10.7% |
| Q2 2022 | $7,211,000 | -7.8% | 50,263 | +4.2% | 2.07% | -8.3% |
| Q1 2022 | $7,819,000 | -0.8% | 48,221 | +5.1% | 2.26% | -0.0% |
| Q4 2021 | $7,879,000 | +15.4% | 45,875 | +3.2% | 2.26% | +2.8% |
| Q3 2021 | $6,827,000 | +0.9% | 44,448 | +1.7% | 2.20% | -3.4% |
| Q2 2021 | $6,764,000 | +5.2% | 43,698 | -0.0% | 2.28% | -9.5% |
| Q1 2021 | $6,428,000 | -28.3% | 43,702 | -31.2% | 2.52% | -35.6% |
| Q4 2020 | $8,966,000 | +6.3% | 63,515 | +3.0% | 3.91% | -2.0% |
| Q3 2020 | $8,435,000 | +25.4% | 61,672 | +7.5% | 3.99% | +3.6% |
| Q2 2020 | $6,724,000 | +22.2% | 57,380 | +7.8% | 3.85% | -20.8% |
| Q1 2020 | $5,504,000 | – | 53,235 | – | 4.86% | – |
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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% |