VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,969 | +6.0% | 2,059 | +10.8% | 0.18% | -4.9% |
| Q2 2023 | $301,907 | +5.5% | 1,859 | 0.0% | 0.18% | -2.6% |
| Q1 2023 | $286,257 | +1.7% | 1,859 | +0.3% | 0.19% | -15.2% |
| Q4 2022 | $281,358 | +12.5% | 1,853 | +0.4% | 0.22% | +5.7% |
| Q3 2022 | $250,000 | -13.2% | 1,846 | -8.0% | 0.21% | -7.4% |
| Q2 2022 | $288,000 | -3.4% | 2,007 | +9.4% | 0.23% | +19.3% |
| Q1 2022 | $298,000 | -5.1% | 1,835 | +0.3% | 0.19% | -2.5% |
| Q4 2021 | $314,000 | +12.1% | 1,830 | +0.3% | 0.20% | +6.5% |
| Q3 2021 | $280,000 | -0.7% | 1,825 | +0.3% | 0.18% | -2.1% |
| Q2 2021 | $282,000 | +2.9% | 1,820 | -2.4% | 0.19% | -8.7% |
| Q1 2021 | $274,000 | -12.5% | 1,865 | -16.0% | 0.21% | -18.2% |
| Q4 2020 | $313,000 | – | 2,220 | – | 0.25% | – |
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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% |