VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,962,670 | -2.4% | 12,631 | +2.1% | 1.86% | +3.0% |
| Q2 2023 | $2,009,951 | +5.0% | 12,374 | -0.4% | 1.81% | -1.5% |
| Q1 2023 | $1,913,461 | -1.8% | 12,424 | -3.2% | 1.84% | -8.0% |
| Q4 2022 | $1,948,705 | +55.2% | 12,833 | +38.1% | 2.00% | +36.7% |
| Q3 2022 | $1,256,000 | +4.5% | 9,295 | +10.9% | 1.46% | +10.8% |
| Q2 2022 | $1,202,000 | -7.4% | 8,381 | +4.7% | 1.32% | +12.2% |
| Q1 2022 | $1,298,000 | -5.1% | 8,004 | +0.5% | 1.18% | -4.5% |
| Q4 2021 | $1,368,000 | – | 7,963 | – | 1.23% | – |
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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% |