VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,702,471 | +1.9% | 36,700 | +6.6% | 0.22% | +4.8% |
| Q2 2023 | $5,593,925 | +10.0% | 34,439 | +4.3% | 0.21% | +4.5% |
| Q1 2023 | $5,083,725 | +131126.8% | 33,009 | +29.4% | 0.20% | -9.2% |
| Q4 2022 | $3,874 | -99.9% | 25,511 | -8.1% | 0.22% | -4.4% |
| Q3 2022 | $3,751,000 | -29.6% | 27,751 | -25.3% | 0.23% | +3.6% |
| Q2 2022 | $5,330,000 | -26.8% | 37,150 | -17.3% | 0.22% | +12.8% |
| Q1 2022 | $7,286,000 | -10.5% | 44,895 | -5.3% | 0.20% | +7.7% |
| Q4 2021 | $8,138,000 | +8.0% | 47,384 | -3.3% | 0.18% | -9.5% |
| Q3 2021 | $7,532,000 | -7.9% | 49,026 | -10.0% | 0.20% | -9.5% |
| Q2 2021 | $8,182,000 | -1.5% | 54,484 | -5.4% | 0.22% | 0.0% |
| Q1 2021 | $8,309,000 | – | 57,570 | – | 0.22% | – |
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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% |