VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2021. The put-call ratio across all filers is 0.91 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $894,678 | -6.8% | 5,758 | -2.5% | 0.78% | -1.5% |
| Q2 2023 | $959,639 | -0.4% | 5,908 | -5.6% | 0.79% | -4.1% |
| Q1 2023 | $963,796 | +1.4% | 6,258 | 0.0% | 0.83% | +3.5% |
| Q4 2022 | $950,279 | +1.1% | 6,258 | -10.1% | 0.80% | -6.2% |
| Q3 2022 | $940,000 | -7.7% | 6,958 | -2.0% | 0.85% | -11.6% |
| Q2 2022 | $1,018,000 | -14.6% | 7,098 | -3.4% | 0.96% | -11.7% |
| Q1 2022 | $1,192,000 | -8.0% | 7,349 | -2.5% | 1.09% | -3.3% |
| Q4 2021 | $1,295,000 | +11.4% | 7,536 | -0.4% | 1.13% | +2.4% |
| Q3 2021 | $1,162,000 | +0.6% | 7,566 | -3.6% | 1.10% | -3.2% |
| Q1 2021 | $1,155,000 | – | 7,851 | – | 1.14% | – |
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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% |