VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,484,143 | +574.8% | 68,074 | +565.4% | 5.88% | +612.5% |
| Q4 2022 | $1,553,595 | +10.1% | 10,231 | -2.0% | 0.82% | +19.2% |
| Q3 2022 | $1,411,000 | -12.0% | 10,437 | -6.6% | 0.69% | +10.7% |
| Q2 2022 | $1,603,000 | -71.8% | 11,172 | -68.1% | 0.62% | -71.0% |
| Q1 2022 | $5,684,000 | -45.3% | 35,053 | -42.1% | 2.15% | -48.7% |
| Q4 2021 | $10,391,000 | +5.8% | 60,504 | -5.4% | 4.20% | -5.6% |
| Q3 2021 | $9,823,000 | -20.1% | 63,950 | -19.4% | 4.45% | -25.0% |
| Q2 2021 | $12,288,000 | -3.9% | 79,382 | -8.7% | 5.93% | -20.0% |
| Q1 2021 | $12,793,000 | +1.8% | 86,978 | -2.3% | 7.41% | -6.9% |
| Q4 2020 | $12,564,000 | – | 88,997 | – | 7.96% | – |
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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% |