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 | $11,368 | -20.8% | 73,163 | -17.2% | 1.19% | -17.3% |
| Q2 2023 | $14,354 | +6.0% | 88,370 | +0.5% | 1.44% | -16.7% |
| Q1 2023 | $13,547 | +11.6% | 87,960 | +10.1% | 1.73% | +9.0% |
| Q4 2022 | $12,136 | -99.9% | 79,918 | +0.9% | 1.58% | +18.3% |
| Q3 2022 | $10,708,000 | -6.7% | 79,225 | -1.0% | 1.34% | -2.4% |
| Q2 2022 | $11,476,000 | -8.3% | 79,988 | +3.7% | 1.37% | +14.0% |
| Q1 2022 | $12,511,000 | -4.9% | 77,152 | +0.8% | 1.20% | -3.7% |
| Q4 2021 | $13,152,000 | +17.5% | 76,577 | +5.9% | 1.25% | +8.8% |
| Q2 2021 | $11,195,000 | +7.0% | 72,324 | +1.7% | 1.15% | +6.2% |
| Q1 2021 | $10,464,000 | +8.3% | 71,147 | +4.0% | 1.08% | -60.6% |
| Q4 2020 | $9,659,000 | +11.6% | 68,418 | +1.7% | 2.74% | +130.9% |
| Q3 2020 | $8,657,000 | +17.0% | 67,287 | +6.5% | 1.19% | +14.9% |
| Q2 2020 | $7,401,000 | +13.9% | 63,159 | +0.5% | 1.04% | -3.0% |
| Q1 2020 | $6,498,000 | -20.8% | 62,849 | -4.5% | 1.07% | -7.1% |
| Q4 2019 | $8,201,000 | +8.9% | 65,787 | +4.5% | 1.15% | +2.3% |
| Q3 2019 | $7,531,000 | +5.8% | 62,983 | +1.9% | 1.12% | +4.0% |
| Q2 2019 | $7,121,000 | +5.7% | 61,832 | +0.6% | 1.08% | -1.3% |
| Q1 2019 | $6,739,000 | +12.8% | 61,464 | +0.8% | 1.09% | -2.1% |
| Q4 2018 | $5,975,000 | +8.4% | 60,996 | +22.5% | 1.12% | +24.4% |
| Q3 2018 | $5,512,000 | +13.7% | 49,791 | +4.4% | 0.90% | +6.7% |
| Q2 2018 | $4,846,000 | -3.0% | 47,685 | -3.5% | 0.84% | -33.5% |
| Q1 2018 | $4,994,000 | +3.9% | 49,419 | +4.9% | 1.27% | +12.9% |
| Q4 2017 | $4,806,000 | +9.9% | 47,100 | +2.1% | 1.12% | +1.5% |
| Q3 2017 | $4,374,000 | +6.2% | 46,146 | +3.9% | 1.10% | +0.8% |
| Q2 2017 | $4,118,000 | +8.7% | 44,432 | +5.5% | 1.10% | +1.7% |
| Q1 2017 | $3,787,000 | +3.6% | 42,110 | -1.9% | 1.08% | -29.2% |
| Q4 2016 | $3,656,000 | +6.8% | 42,920 | +5.3% | 1.52% | -3.9% |
| Q3 2016 | $3,423,000 | +739.0% | 40,779 | -0.4% | 1.58% | +97.3% |
| Q2 2016 | $408,000 | – | 40,943 | – | 0.80% | – |
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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% |