VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,167,812 | -3.9% | 26,823 | +0.5% | 2.48% | +0.7% |
| Q2 2023 | $4,336,305 | +5.6% | 26,696 | +0.2% | 2.46% | +0.4% |
| Q1 2023 | $4,105,207 | +5.7% | 26,655 | +4.2% | 2.45% | -10.7% |
| Q4 2022 | $3,885,120 | +12.5% | 25,585 | +0.2% | 2.75% | -8.1% |
| Q3 2022 | $3,452,000 | -4.5% | 25,541 | +1.3% | 2.99% | -3.1% |
| Q2 2022 | $3,616,000 | -4.5% | 25,204 | +7.9% | 3.08% | +0.4% |
| Q1 2022 | $3,787,000 | -9.1% | 23,355 | -3.7% | 3.07% | -4.7% |
| Q4 2021 | $4,164,000 | – | 24,243 | – | 3.22% | – |
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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% |