VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,643 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $991,086 | -5.5% | 6,378 | -1.2% | 0.50% | +2.2% |
| Q2 2023 | $1,048,523 | -1.6% | 6,455 | -6.7% | 0.49% | -8.9% |
| Q1 2023 | $1,065,938 | +0.6% | 6,921 | -0.8% | 0.54% | -12.9% |
| Q4 2022 | $1,059,589 | +11.9% | 6,978 | -0.4% | 0.62% | -0.2% |
| Q3 2022 | $947,000 | -9.4% | 7,004 | -3.8% | 0.62% | -6.8% |
| Q2 2022 | $1,045,000 | +21.9% | 7,284 | +37.8% | 0.66% | +38.6% |
| Q1 2022 | $857,000 | +59.3% | 5,287 | +68.7% | 0.48% | +77.4% |
| Q4 2021 | $538,000 | +16.7% | 3,134 | +4.5% | 0.27% | +3.8% |
| Q3 2021 | $461,000 | +1.8% | 2,999 | +2.4% | 0.26% | +0.4% |
| Q2 2021 | $453,000 | – | 2,929 | – | 0.26% | – |
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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% |