VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,680 | +9.2% | 55,862 | +14.1% | 1.03% | +11.3% |
| Q2 2023 | $7,950 | +288.2% | 48,941 | +268.1% | 0.93% | +263.9% |
| Q1 2023 | $2,048 | +1.7% | 13,295 | +0.3% | 0.26% | -10.2% |
| Q4 2022 | $2,013 | -99.9% | 13,259 | -0.0% | 0.28% | +5.6% |
| Q3 2022 | $1,792,000 | -7.5% | 13,262 | -1.8% | 0.27% | -4.3% |
| Q2 2022 | $1,937,000 | -10.2% | 13,504 | +1.6% | 0.28% | +2.2% |
| Q1 2022 | $2,156,000 | -6.9% | 13,294 | -1.5% | 0.28% | -5.5% |
| Q4 2021 | $2,317,000 | +11.6% | 13,490 | -0.2% | 0.29% | -1.7% |
| Q3 2021 | $2,077,000 | -0.7% | 13,523 | +0.0% | 0.30% | -5.4% |
| Q2 2021 | $2,092,000 | +4.6% | 13,518 | -0.6% | 0.31% | -9.5% |
| Q1 2021 | $2,000,000 | -0.1% | 13,596 | -4.1% | 0.35% | -10.8% |
| Q4 2020 | $2,002,000 | – | 14,182 | – | 0.39% | – |
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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% |