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 | $405,664 | -4.0% | 2,611 | +0.3% | 0.26% | -11.2% |
| Q2 2023 | $422,592 | +5.5% | 2,602 | 0.0% | 0.30% | +6.1% |
| Q1 2023 | $400,688 | +54.1% | 2,602 | +52.0% | 0.28% | +43.3% |
| Q4 2022 | $260,000 | +27.5% | 1,712 | +13.6% | 0.19% | +0.5% |
| Q3 2022 | $204,000 | -5.1% | 1,507 | +0.5% | 0.19% | -14.2% |
| Q2 2022 | $215,000 | -16.7% | 1,500 | 0.0% | 0.22% | -9.3% |
| Q4 2021 | $258,000 | +6.2% | 1,500 | 0.0% | 0.25% | -3.1% |
| Q1 2021 | $243,000 | – | 1,500 | – | 0.26% | – |
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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% |