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 | $1,599,948 | +0.9% | 10,297 | +5.5% | 1.12% | +5.6% |
| Q2 2023 | $1,585,480 | +4.2% | 9,761 | -1.2% | 1.06% | +3.7% |
| Q1 2023 | $1,521,619 | -5.8% | 9,880 | -7.1% | 1.03% | -6.0% |
| Q4 2022 | $1,615,077 | +12.2% | 10,636 | -0.1% | 1.09% | +10.1% |
| Q3 2022 | $1,439,000 | -8.5% | 10,644 | -2.9% | 0.99% | -8.2% |
| Q2 2022 | $1,573,000 | -13.2% | 10,961 | -2.0% | 1.08% | +3.6% |
| Q1 2022 | $1,813,000 | -5.4% | 11,183 | +0.2% | 1.04% | -7.5% |
| Q4 2021 | $1,916,000 | – | 11,157 | – | 1.13% | – |
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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% |