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 | $4,064,486 | -1.4% | 26,158 | +3.0% | 1.80% | -0.6% |
| Q2 2023 | $4,123,732 | +0.4% | 25,388 | -4.8% | 1.81% | +2.5% |
| Q1 2023 | $4,105,560 | +1.5% | 26,658 | +0.1% | 1.77% | -18.6% |
| Q4 2022 | $4,045,048 | +9.8% | 26,638 | -2.2% | 2.17% | -6.0% |
| Q3 2022 | $3,682,918 | -5.7% | 27,249 | +0.1% | 2.31% | +7.0% |
| Q2 2022 | $3,904,909 | -10.4% | 27,218 | +1.3% | 2.16% | +7.7% |
| Q1 2022 | $4,356,033 | -5.4% | 26,863 | +0.1% | 2.01% | -2.1% |
| Q4 2021 | $4,606,961 | – | 26,824 | – | 2.05% | – |
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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% |