VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,978,736 | -4.6% | 83,529 | -0.2% | 1.69% | -0.6% |
| Q2 2023 | $13,598,964 | +1.6% | 83,722 | -3.6% | 1.70% | -4.2% |
| Q1 2023 | $13,381,627 | +6.5% | 86,888 | +5.0% | 1.77% | +0.2% |
| Q4 2022 | $12,570,143 | +16.1% | 82,780 | +3.3% | 1.77% | +0.6% |
| Q3 2022 | $10,827,000 | -5.7% | 80,102 | +0.1% | 1.76% | -1.8% |
| Q2 2022 | $11,484,000 | -11.4% | 80,047 | +0.1% | 1.79% | -1.4% |
| Q1 2022 | $12,963,000 | -4.3% | 79,939 | +1.4% | 1.82% | -5.5% |
| Q4 2021 | $13,547,000 | +13.1% | 78,874 | +1.1% | 1.92% | +2.9% |
| Q3 2021 | $11,980,000 | -4.7% | 77,993 | -4.0% | 1.87% | -5.4% |
| Q2 2021 | $12,571,000 | +2.7% | 81,214 | -2.4% | 1.97% | -0.9% |
| Q1 2021 | $12,235,000 | +6.3% | 83,184 | +2.1% | 1.99% | -3.2% |
| Q4 2020 | $11,506,000 | +11.6% | 81,507 | +1.7% | 2.06% | +5.8% |
| Q3 2020 | $10,307,000 | +11.1% | 80,111 | +1.2% | 1.94% | +3.1% |
| Q2 2020 | $9,274,000 | – | 79,146 | – | 1.88% | – |
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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% |