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 | $495,818 | -6.2% | 3,191 | -1.9% | 0.12% | -16.0% |
| Q2 2023 | $528,547 | -31.5% | 3,254 | -35.0% | 0.14% | -43.5% |
| Q1 2023 | $771,590 | -8.2% | 5,010 | -9.5% | 0.26% | -20.1% |
| Q4 2022 | $840,945 | +85.6% | 5,538 | +65.3% | 0.32% | +88.8% |
| Q3 2022 | $453,000 | -8.1% | 3,351 | -2.4% | 0.17% | -2.3% |
| Q2 2022 | $493,000 | -3.1% | 3,433 | +9.4% | 0.17% | +15.3% |
| Q1 2022 | $509,000 | -11.5% | 3,138 | -6.2% | 0.15% | -9.6% |
| Q4 2021 | $575,000 | +4.7% | 3,345 | -5.6% | 0.17% | -17.0% |
| Q2 2021 | $549,000 | -0.5% | 3,544 | -5.6% | 0.20% | -15.6% |
| Q1 2021 | $552,000 | +3.4% | 3,754 | -0.7% | 0.24% | -2.9% |
| Q4 2020 | $534,000 | – | 3,780 | – | 0.24% | – |
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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% |