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 | $649,644 | -3.2% | 4,181 | +1.2% | 2.08% | -15.3% |
| Q2 2023 | $670,836 | +13.0% | 4,130 | +7.2% | 2.46% | +1.7% |
| Q1 2023 | $593,555 | +2.8% | 3,854 | +1.3% | 2.42% | -13.3% |
| Q4 2022 | $577,486 | +17.1% | 3,803 | +4.2% | 2.79% | +0.5% |
| Q3 2022 | $493,000 | -5.7% | 3,648 | 0.0% | 2.77% | +4.8% |
| Q2 2022 | $523,000 | -9.4% | 3,648 | +2.5% | 2.65% | +1.8% |
| Q1 2022 | $577,000 | -1.5% | 3,560 | +4.3% | 2.60% | -9.9% |
| Q4 2021 | $586,000 | +34.4% | 3,413 | +20.3% | 2.89% | +11.3% |
| Q3 2021 | $436,000 | +18.2% | 2,836 | +19.1% | 2.59% | -6.6% |
| Q2 2021 | $369,000 | +33.2% | 2,381 | +26.6% | 2.78% | -13.8% |
| Q1 2021 | $277,000 | – | 1,880 | – | 3.22% | – |
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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% |