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 | $1,691,296 | -4.3% | 10,885 | +0.1% | 1.21% | -1.3% |
| Q2 2023 | $1,767,032 | +13.0% | 10,879 | +7.2% | 1.23% | +8.8% |
| Q1 2023 | $1,563,160 | +7.1% | 10,150 | +5.6% | 1.13% | +3.1% |
| Q4 2022 | $1,458,908 | -5.1% | 9,608 | -15.6% | 1.09% | -13.9% |
| Q3 2022 | $1,538,000 | -0.5% | 11,382 | +5.7% | 1.27% | -10.5% |
| Q2 2022 | $1,545,000 | -68.5% | 10,766 | -64.4% | 1.42% | +28.5% |
| Q1 2022 | $4,902,000 | +44.3% | 30,229 | +52.9% | 1.10% | +16.3% |
| Q4 2021 | $3,396,000 | +13.6% | 19,775 | +1.6% | 0.95% | +0.2% |
| Q3 2021 | $2,990,000 | +98.7% | 19,465 | +100.2% | 0.95% | -15.1% |
| Q2 2021 | $1,505,000 | +18.6% | 9,722 | +12.7% | 1.12% | +7.3% |
| Q1 2021 | $1,269,000 | +12.2% | 8,625 | +7.6% | 1.04% | +3.8% |
| Q4 2020 | $1,131,000 | – | 8,014 | – | 1.00% | – |
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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% |