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 | $2,555,839 | +94.7% | 16,384 | +103.2% | 0.26% | +83.0% |
| Q2 2023 | $1,312,465 | +61.6% | 8,062 | +53.5% | 0.14% | +31.8% |
| Q1 2023 | $812,084 | +3.6% | 5,251 | +3.5% | 0.11% | -8.5% |
| Q4 2022 | $783,757 | +20.4% | 5,074 | +5.3% | 0.12% | -10.7% |
| Q3 2022 | $651,000 | +0.2% | 4,820 | +6.4% | 0.13% | -6.4% |
| Q2 2022 | $650,000 | +10.9% | 4,529 | +25.9% | 0.14% | +6.9% |
| Q1 2022 | $586,000 | +0.3% | 3,598 | +3.4% | 0.13% | -27.2% |
| Q4 2021 | $584,000 | – | 3,479 | – | 0.18% | – |
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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% |