VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,626 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,109,351 | -1.2% | 55,378 | -1.2% | 4.50% | -4.5% |
| Q1 2024 | $10,230,372 | +6.7% | 56,023 | -0.5% | 4.71% | -4.1% |
| Q4 2023 | $9,591,981 | +4.4% | 56,291 | -4.8% | 4.91% | -7.7% |
| Q3 2023 | $9,188,292 | -11.6% | 59,134 | -7.6% | 5.32% | -10.0% |
| Q2 2023 | $10,390,782 | +8.8% | 63,971 | +3.2% | 5.91% | -14.5% |
| Q1 2023 | $9,546,438 | +3.4% | 61,986 | +2.0% | 6.91% | -7.0% |
| Q4 2022 | $9,230,468 | +15.0% | 60,787 | +2.4% | 7.44% | +3.0% |
| Q3 2022 | $8,025,000 | +2.4% | 59,374 | +8.7% | 7.22% | +1.4% |
| Q2 2022 | $7,837,000 | +5579.0% | 54,622 | +6326.1% | 7.12% | +6091.3% |
| Q1 2022 | $138,000 | -5.5% | 850 | +0.2% | 0.12% | -6.5% |
| Q4 2021 | $146,000 | – | 848 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 354,651 | $54,619,846 | 33.16% |
| Mosaic Advisors LLC | 247,237 | $38,076,983 | 31.00% |
| DAN L DUNCAN FOUNDATION | 114,907 | $17,696,827 | 28.47% |
| Transparent Wealth Partners LLC | 231,183 | $35,604,418 | 26.02% |
| 360 Financial, Inc. | 300,196 | $46,233,171 | 24.41% |
| Mercer Investments LLC | 92,891 | $14,306,143 | 22.26% |
| Valence8 US LP | 243,984 | $37,575,976 | 22.08% |
| Family Investment Center, Inc. | 203,251 | $31,302,626 | 21.50% |
| EWA, LLC | 153,737 | $23,912,302 | 17.77% |
| McCarthy Asset Management, Inc. | 141,903 | $21,854,558 | 14.84% |