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 | $3,013,750 | -4.8% | 19,396 | -0.5% | 1.20% | -9.3% |
| Q2 2023 | $3,166,898 | +4.2% | 19,497 | -1.2% | 1.33% | +6.5% |
| Q1 2023 | $3,039,695 | -2.4% | 19,737 | -3.8% | 1.25% | +0.1% |
| Q4 2022 | $3,113,988 | +3.9% | 20,507 | -7.5% | 1.24% | -24.7% |
| Q3 2022 | $2,995,865 | -12.2% | 22,165 | -6.8% | 1.65% | -12.9% |
| Q2 2022 | $3,412,664 | -12.2% | 23,787 | -0.8% | 1.90% | +10.6% |
| Q1 2022 | $3,887,445 | -7.0% | 23,973 | -1.5% | 1.72% | +8.5% |
| Q4 2021 | $4,178,059 | – | 24,326 | – | 1.58% | – |
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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% |