VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,767 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,732,734 | -0.7% | 9,492 | -0.6% | 0.05% | -5.3% |
| Q1 2024 | $1,744,260 | +11.2% | 9,552 | +3.8% | 0.06% | +5.6% |
| Q4 2023 | $1,568,405 | +10.6% | 9,204 | +0.8% | 0.05% | -8.5% |
| Q3 2023 | $1,418,223 | -4.3% | 9,127 | +0.0% | 0.06% | 0.0% |
| Q2 2023 | $1,482,289 | +16.1% | 9,126 | +10.1% | 0.06% | +9.3% |
| Q1 2023 | $1,276,852 | -32.4% | 8,291 | -33.4% | 0.05% | -37.9% |
| Q4 2022 | $1,890,212 | – | 12,448 | – | 0.09% | – |
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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% |