VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772,208 | -25.8% | 4,970 | -22.4% | 0.68% | -19.8% |
| Q2 2023 | $1,040,038 | +10.2% | 6,403 | +4.5% | 0.85% | +6.5% |
| Q1 2023 | $943,450 | +4.6% | 6,126 | +3.1% | 0.80% | +1.8% |
| Q4 2022 | $902,131 | +13.9% | 5,941 | +1.4% | 0.78% | +1.4% |
| Q3 2022 | $792,000 | -4.5% | 5,857 | +1.4% | 0.77% | +9.8% |
| Q2 2022 | $829,000 | -1.9% | 5,776 | +10.8% | 0.70% | -11.4% |
| Q1 2022 | $845,000 | -8.1% | 5,211 | -2.6% | 0.79% | +2.3% |
| Q4 2021 | $919,000 | -3.5% | 5,351 | -13.7% | 0.77% | -1.4% |
| Q3 2021 | $952,000 | +6.2% | 6,197 | +7.1% | 0.78% | -2.0% |
| Q2 2021 | $896,000 | +52.1% | 5,785 | +44.4% | 0.80% | +31.7% |
| Q1 2021 | $589,000 | – | 4,006 | – | 0.61% | – |
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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% |