VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,681 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,370 | -3.9% | 1,701 | +0.5% | 0.04% | -16.7% |
| Q2 2023 | $275,034 | +5.5% | 1,693 | 0.0% | 0.05% | -1.8% |
| Q1 2023 | $260,739 | +1.9% | 1,693 | +0.5% | 0.06% | +5.8% |
| Q4 2022 | $255,860 | +13.2% | 1,685 | +0.6% | 0.05% | +4.0% |
| Q3 2022 | $226,000 | -5.4% | 1,675 | +0.5% | 0.05% | -2.0% |
| Q2 2022 | $239,000 | -11.2% | 1,667 | +0.5% | 0.05% | +10.9% |
| Q1 2022 | $269,000 | -19.7% | 1,659 | -15.0% | 0.05% | -6.1% |
| Q4 2021 | $335,000 | +12.0% | 1,952 | +0.4% | 0.05% | +8.9% |
| Q3 2021 | $299,000 | -0.3% | 1,944 | +0.4% | 0.04% | 0.0% |
| Q2 2021 | $300,000 | +5.6% | 1,937 | +0.4% | 0.04% | -11.8% |
| Q1 2021 | $284,000 | +4.4% | 1,930 | +0.3% | 0.05% | +4.1% |
| Q4 2020 | $272,000 | +10.6% | 1,924 | +0.7% | 0.05% | -9.3% |
| Q3 2020 | $246,000 | +10.3% | 1,910 | +0.4% | 0.05% | +1.9% |
| Q2 2020 | $223,000 | – | 1,902 | – | 0.05% | – |
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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% |