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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $273,662 | +10.7% | 1,606 | +0.9% | 0.12% | +5.5% |
| Q3 2023 | $247,210 | -4.3% | 1,591 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $258,426 | +7.8% | 1,591 | +2.2% | 0.11% | +1.9% |
| Q1 2023 | $239,794 | +1.4% | 1,557 | 0.0% | 0.11% | -4.5% |
| Q4 2022 | $236,430 | +12.6% | 1,557 | 0.0% | 0.11% | +1.8% |
| Q3 2022 | $210,000 | -37.3% | 1,557 | -24.7% | 0.11% | -25.2% |
| Q2 2022 | $335,000 | 0.0% | 2,067 | 0.0% | 0.15% | 0.0% |
| Q1 2022 | $335,000 | -5.6% | 2,067 | 0.0% | 0.15% | -6.4% |
| Q4 2021 | $355,000 | +12.0% | 2,067 | 0.0% | 0.16% | +9.0% |
| Q3 2021 | $317,000 | -0.9% | 2,067 | 0.0% | 0.14% | -4.0% |
| Q2 2021 | $320,000 | +5.3% | 2,067 | 0.0% | 0.15% | -3.2% |
| Q1 2021 | $304,000 | -3.2% | 2,067 | -7.3% | 0.16% | -17.1% |
| Q4 2020 | $314,000 | +9.4% | 2,229 | -0.0% | 0.19% | +1.1% |
| Q3 2020 | $287,000 | +10.0% | 2,230 | +0.0% | 0.18% | +5.1% |
| Q2 2020 | $261,000 | +7.0% | 2,229 | -5.8% | 0.18% | 0.0% |
| Q1 2020 | $244,000 | -11.9% | 2,365 | +7.0% | 0.18% | -9.3% |
| Q4 2018 | $277,000 | – | 2,211 | – | 0.19% | – |
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% |