VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,448,711 | -7.7% | 9,324 | -3.5% | 1.08% | +6.4% |
| Q2 2023 | $1,570,157 | +5.5% | 9,667 | 0.0% | 1.02% | -6.8% |
| Q1 2023 | $1,488,763 | +0.7% | 9,667 | -0.7% | 1.10% | +13.4% |
| Q4 2022 | $1,478,968 | +11.9% | 9,740 | -0.4% | 0.97% | -5.5% |
| Q3 2022 | $1,322,000 | -7.9% | 9,781 | -2.3% | 1.02% | -0.5% |
| Q2 2022 | $1,436,000 | -12.9% | 10,009 | -1.6% | 1.03% | -7.5% |
| Q1 2022 | $1,649,000 | -4.7% | 10,172 | +1.0% | 1.11% | -9.7% |
| Q4 2021 | $1,730,000 | +8.2% | 10,072 | -3.3% | 1.23% | +19.6% |
| Q3 2021 | $1,599,000 | -2.7% | 10,411 | -1.9% | 1.03% | -2.4% |
| Q2 2021 | $1,643,000 | +5.0% | 10,613 | -0.3% | 1.05% | +4.1% |
| Q1 2021 | $1,565,000 | -0.8% | 10,642 | -4.7% | 1.01% | +2.1% |
| Q4 2020 | $1,577,000 | +10.4% | 11,172 | +0.6% | 0.99% | -27.9% |
| Q3 2020 | $1,428,000 | +4.7% | 11,101 | -4.6% | 1.38% | +3.7% |
| Q2 2020 | $1,364,000 | +9.9% | 11,642 | -3.0% | 1.33% | -6.1% |
| Q1 2020 | $1,241,000 | – | 12,007 | – | 1.41% | – |
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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% |