VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $642 | -3.6% | 4,137 | +0.9% | 0.36% | -0.3% |
| Q2 2023 | $666 | -5.7% | 4,101 | -10.5% | 0.36% | -13.9% |
| Q1 2023 | $706 | -49.1% | 4,582 | -49.8% | 0.42% | -52.3% |
| Q4 2022 | $1,387 | -99.8% | 9,135 | +111.0% | 0.88% | +111.3% |
| Q3 2022 | $585,000 | -7.3% | 4,330 | -1.6% | 0.42% | -3.3% |
| Q2 2022 | $631,000 | -11.6% | 4,402 | -0.0% | 0.43% | +3.9% |
| Q1 2022 | $714,000 | -5.6% | 4,403 | +0.0% | 0.41% | -4.6% |
| Q4 2021 | $756,000 | +11.8% | 4,402 | 0.0% | 0.43% | +2.1% |
| Q3 2021 | $676,000 | +6.8% | 4,402 | +7.5% | 0.42% | +5.0% |
| Q2 2021 | $633,000 | +10.5% | 4,095 | +5.1% | 0.40% | -0.2% |
| Q1 2021 | $573,000 | -4.3% | 3,898 | -8.1% | 0.40% | -10.0% |
| Q4 2020 | $599,000 | – | 4,243 | – | 0.45% | – |
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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% |