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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $395,518 | +3.2% | 2,435 | -2.2% | 0.03% | -3.3% |
| Q1 2023 | $383,331 | -81.6% | 2,489 | -83.9% | 0.03% | -83.3% |
| Q3 2022 | $2,083,000 | -5.4% | 15,413 | +0.5% | 0.18% | +4.7% |
| Q2 2022 | $2,201,000 | -11.5% | 15,340 | 0.0% | 0.17% | +0.6% |
| Q1 2022 | $2,488,000 | -5.6% | 15,340 | 0.0% | 0.17% | -1.2% |
| Q4 2021 | $2,635,000 | +28.6% | 15,340 | +15.0% | 0.17% | +18.5% |
| Q3 2021 | $2,049,000 | -0.9% | 13,340 | -0.1% | 0.15% | -2.0% |
| Q2 2021 | $2,067,000 | +5.4% | 13,355 | +0.1% | 0.15% | -2.6% |
| Q1 2021 | $1,962,000 | +35.1% | 13,340 | +29.7% | 0.15% | +26.4% |
| Q4 2020 | $1,452,000 | +36.2% | 10,285 | +24.1% | 0.12% | +22.2% |
| Q3 2020 | $1,066,000 | +41.4% | 8,285 | +28.7% | 0.10% | +28.6% |
| Q2 2020 | $754,000 | +20.4% | 6,435 | +6.3% | 0.08% | +2.7% |
| Q1 2020 | $626,000 | – | 6,055 | – | 0.08% | – |
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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% |