VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,742 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,097,368 | -2.8% | 547,673 | +1.1% | 4.14% | +2.8% |
| Q2 2023 | $87,530,907 | +6.3% | 541,819 | +1.3% | 4.02% | -4.7% |
| Q1 2023 | $82,347,036 | +5.7% | 534,686 | +4.2% | 4.22% | -9.9% |
| Q4 2022 | $77,884,470 | +14.3% | 512,904 | +1.7% | 4.69% | +18.7% |
| Q3 2022 | $68,159,000 | -0.3% | 504,286 | +5.9% | 3.95% | +2.8% |
| Q2 2022 | $68,338,000 | -11.5% | 476,325 | -0.0% | 3.84% | +14.1% |
| Q1 2022 | $77,249,000 | -5.8% | 476,373 | -0.2% | 3.37% | +1.7% |
| Q4 2021 | $81,987,000 | – | 477,362 | – | 3.31% | – |
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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% |