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 | $724,318 | +17.9% | 4,662 | +23.3% | 0.44% | +24.4% |
Q2 2023 | $614,177 | +9.6% | 3,781 | +3.9% | 0.36% | +2.0% |
Q1 2023 | $560,524 | +7.8% | 3,640 | +6.3% | 0.35% | -0.3% |
Q4 2022 | $520,015 | +17.4% | 3,425 | +4.5% | 0.35% | -12.5% |
Q3 2022 | $443,000 | -5.5% | 3,277 | +0.3% | 0.40% | -12.3% |
Q2 2022 | $469,000 | -7.9% | 3,267 | +4.1% | 0.46% | +13.7% |
Q1 2022 | $509,000 | +10.7% | 3,137 | +17.1% | 0.40% | +5.8% |
Q4 2021 | $460,000 | – | 2,679 | – | 0.38% | – |
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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% |