VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,195,650 | -12.3% | 7,695 | -8.4% | 1.24% | -7.7% |
| Q2 2023 | $1,363,925 | -43.4% | 8,397 | -46.4% | 1.34% | -46.8% |
| Q1 2023 | $2,411,724 | +5.2% | 15,660 | +3.8% | 2.52% | +43.7% |
| Q4 2022 | $2,291,799 | +12.2% | 15,093 | -0.1% | 1.75% | -4.7% |
| Q3 2022 | $2,042,000 | +8.3% | 15,106 | +14.9% | 1.84% | +13.9% |
| Q2 2022 | $1,886,000 | -10.1% | 13,147 | +1.6% | 1.62% | +1.1% |
| Q1 2022 | $2,099,000 | -6.9% | 12,945 | -1.4% | 1.60% | +22.0% |
| Q4 2021 | $2,254,000 | +16.6% | 13,123 | +4.3% | 1.31% | -3.1% |
| Q3 2021 | $1,933,000 | +2.0% | 12,587 | +2.8% | 1.35% | -8.1% |
| Q2 2021 | $1,895,000 | +13.0% | 12,245 | +7.4% | 1.47% | +5.6% |
| Q1 2021 | $1,677,000 | +1089.4% | 11,402 | -8.3% | 1.39% | +3565.8% |
| Q4 2020 | $141,000 | -92.0% | 12,431 | -9.6% | 0.04% | -97.7% |
| Q3 2020 | $1,768,000 | +37.2% | 13,747 | +24.9% | 1.67% | +454.0% |
| Q2 2020 | $1,289,000 | – | 11,003 | – | 0.30% | – |
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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% |