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 | $9,447,682 | -5.9% | 60,804 | -1.6% | 7.76% | -3.4% |
Q2 2023 | $10,041,958 | -1.0% | 61,823 | -6.2% | 8.03% | -12.3% |
Q1 2023 | $10,145,455 | +2.9% | 65,875 | +1.4% | 9.16% | -10.9% |
Q4 2022 | $9,862,786 | +15.9% | 64,951 | +3.2% | 10.28% | +3.0% |
Q3 2022 | $8,510,000 | -0.4% | 62,966 | +5.8% | 9.99% | +4.5% |
Q2 2022 | $8,542,000 | -11.7% | 59,541 | -0.2% | 9.56% | +4.5% |
Q1 2022 | $9,670,000 | -3.1% | 59,635 | +2.7% | 9.15% | -0.1% |
Q4 2021 | $9,975,000 | – | 58,077 | – | 9.16% | – |
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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% |