VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,755 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,813,219 | +6.6% | 31,839 | +6.6% | 1.96% | +1.5% |
| Q1 2024 | $5,451,825 | +13.1% | 29,855 | +5.6% | 1.93% | +2.3% |
| Q4 2023 | $4,820,060 | +29.8% | 28,282 | +18.3% | 1.88% | +9.8% |
| Q3 2023 | $3,714,359 | +13.0% | 23,905 | +18.1% | 1.71% | +10.4% |
| Q2 2023 | $3,287,983 | +29.4% | 20,242 | +21.1% | 1.55% | -10.0% |
| Q4 2022 | $2,540,800 | – | 16,712 | – | 1.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 354,651 | $54,619,846 | 33.16% |
| Mosaic Advisors LLC | 247,237 | $38,076,983 | 31.00% |
| DAN L DUNCAN FOUNDATION | 114,907 | $17,696,827 | 28.47% |
| Transparent Wealth Partners LLC | 231,183 | $35,604,418 | 26.02% |
| 360 Financial, Inc. | 300,196 | $46,233,171 | 24.41% |
| Mercer Investments LLC | 92,891 | $14,306,143 | 22.26% |
| Valence8 US LP | 243,984 | $37,575,976 | 22.08% |
| Family Investment Center, Inc. | 203,251 | $31,302,626 | 21.50% |
| EWA, LLC | 153,737 | $23,912,302 | 17.77% |
| McCarthy Asset Management, Inc. | 141,903 | $21,854,558 | 14.84% |