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 | $4,077,145 | -1.6% | 26,240 | +2.8% | 2.12% | -0.1% |
| Q2 2023 | $4,144,207 | +8.0% | 25,514 | +2.4% | 2.12% | -3.8% |
| Q1 2023 | $3,835,519 | +2.9% | 24,904 | +1.4% | 2.21% | -3.6% |
| Q4 2022 | $3,728,415 | +15.5% | 24,553 | +2.8% | 2.29% | +2.1% |
| Q3 2022 | $3,229,000 | -5.3% | 23,888 | +0.6% | 2.24% | -3.3% |
| Q2 2022 | $3,409,000 | +7.1% | 23,753 | +21.0% | 2.32% | +19.9% |
| Q1 2022 | $3,184,000 | +0.0% | 19,638 | 0.0% | 1.93% | -5.1% |
| Q4 2021 | $3,183,000 | – | 19,638 | – | 2.04% | – |
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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% |