VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,726 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,519,264 | +91.8% | 22,650 | +100.5% | 1.21% | +1.1% |
| Q2 2023 | $1,834,598 | +5.6% | 11,295 | +0.1% | 1.20% | -2.3% |
| Q1 2023 | $1,737,340 | +2.6% | 11,281 | +1.1% | 1.22% | -8.3% |
| Q4 2022 | $1,693,735 | +8.4% | 11,154 | +1.1% | 1.34% | +1.3% |
| Q3 2022 | $1,562,000 | +0.3% | 11,034 | +1.7% | 1.32% | +5.7% |
| Q2 2022 | $1,557,000 | -6.9% | 10,851 | +2.9% | 1.25% | +7.8% |
| Q1 2022 | $1,672,000 | -2.3% | 10,544 | +5.8% | 1.16% | +17.2% |
| Q4 2021 | $1,712,000 | +15.9% | 9,968 | +3.6% | 0.99% | +6.1% |
| Q3 2021 | $1,477,000 | -0.8% | 9,618 | 0.0% | 0.93% | -0.9% |
| Q2 2021 | $1,489,000 | +8.7% | 9,618 | +3.2% | 0.94% | -1.0% |
| Q1 2021 | $1,370,000 | +6.3% | 9,318 | +2.1% | 0.95% | -2.3% |
| Q4 2020 | $1,289,000 | +10.5% | 9,128 | +0.7% | 0.97% | -5.9% |
| Q3 2020 | $1,166,000 | +10.2% | 9,065 | +0.4% | 1.03% | -0.7% |
| Q2 2020 | $1,058,000 | +52.0% | 9,030 | +34.1% | 1.04% | +32.3% |
| Q1 2020 | $696,000 | +13.0% | 6,735 | +36.3% | 0.78% | +48.2% |
| Q4 2019 | $616,000 | – | 4,942 | – | 0.53% | – |
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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% |