VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,279,216 | -6.5% | 8,233 | -2.2% | 0.92% | -3.5% |
| Q2 2023 | $1,367,717 | +9.0% | 8,420 | +3.4% | 0.95% | -8.3% |
| Q1 2023 | $1,254,465 | +2.5% | 8,145 | +1.0% | 1.04% | -4.2% |
| Q4 2022 | $1,224,178 | +16.0% | 8,062 | +3.3% | 1.09% | +3.1% |
| Q3 2022 | $1,055,000 | -1.3% | 7,803 | +4.7% | 1.05% | +1.4% |
| Q2 2022 | $1,069,000 | -11.2% | 7,451 | +0.4% | 1.04% | +2.0% |
| Q1 2022 | $1,204,000 | -5.3% | 7,423 | +0.3% | 1.02% | -3.5% |
| Q4 2021 | $1,271,000 | +14.1% | 7,399 | +2.1% | 1.06% | -1.4% |
| Q3 2021 | $1,114,000 | -14.5% | 7,249 | -13.9% | 1.07% | -7.2% |
| Q2 2021 | $1,303,000 | -1.6% | 8,420 | -6.5% | 1.15% | -3.6% |
| Q1 2021 | $1,324,000 | +19.8% | 9,003 | +15.0% | 1.20% | +1.0% |
| Q4 2020 | $1,105,000 | – | 7,832 | – | 1.18% | – |
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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% |