VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,971 | -42.0% | 1,686 | -39.4% | 0.01% | -37.5% |
| Q2 2023 | $451,718 | +127.0% | 2,781 | +115.2% | 0.01% | +100.0% |
| Q1 2023 | $198,981 | +107.0% | 1,292 | +104.1% | 0.00% | +100.0% |
| Q4 2022 | $96,121 | +52.6% | 633 | +35.8% | 0.00% | +100.0% |
| Q3 2022 | $63,000 | -6.0% | 466 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $67,000 | +36.7% | 466 | +55.3% | 0.00% | +100.0% |
| Q1 2022 | $49,000 | -5.8% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $52,000 | -11.9% | 300 | -21.7% | 0.00% | 0.0% |
| Q3 2021 | $59,000 | 0.0% | 383 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $59,000 | -6.3% | 383 | -11.5% | 0.00% | 0.0% |
| Q1 2021 | $63,000 | -11.3% | 433 | -13.4% | 0.00% | -50.0% |
| Q4 2020 | $71,000 | +10.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $64,000 | +82.9% | 500 | +66.7% | 0.00% | +100.0% |
| Q2 2020 | $35,000 | +12.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $31,000 | -16.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $37,000 | -35.1% | 300 | -37.0% | 0.00% | -50.0% |
| Q3 2019 | $57,000 | -13.6% | 476 | -16.5% | 0.00% | 0.0% |
| Q2 2019 | $66,000 | +4.8% | 570 | -1.0% | 0.00% | 0.0% |
| Q1 2019 | $63,000 | – | 576 | – | 0.00% | – |
Download | ||||||
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% |