VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,420 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,628,227 | -2.4% | 10,479 | +2.1% | 2.02% | -10.2% |
| Q2 2023 | $1,667,831 | +17.4% | 10,268 | +11.3% | 2.25% | +10.2% |
| Q1 2023 | $1,421,204 | +13.5% | 9,228 | +11.9% | 2.04% | +5.4% |
| Q4 2022 | $1,252,307 | +105.6% | 8,247 | +107.5% | 1.93% | +112.3% |
| Q2 2022 | $609,000 | +53.0% | 3,975 | +62.1% | 0.91% | +69.6% |
| Q1 2022 | $398,000 | +32.7% | 2,452 | +40.3% | 0.54% | +38.8% |
| Q4 2021 | $300,000 | +11.9% | 1,748 | 0.0% | 0.39% | +3.8% |
| Q3 2021 | $268,000 | +0.8% | 1,748 | +1.7% | 0.37% | -0.8% |
| Q2 2021 | $266,000 | +5.1% | 1,718 | 0.0% | 0.38% | -5.1% |
| Q1 2021 | $253,000 | – | 1,718 | – | 0.40% | – |
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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% |