VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $562,445 | +1.4% | 3,652 | 0.0% | 0.38% | -3.8% |
| Q4 2022 | $554,556 | +12.3% | 3,652 | 0.0% | 0.39% | +12.7% |
| Q3 2022 | $494,000 | -5.7% | 3,652 | 0.0% | 0.35% | +0.3% |
| Q2 2022 | $524,000 | -15.6% | 3,652 | -4.6% | 0.35% | +1.8% |
| Q1 2022 | $621,000 | -5.5% | 3,828 | 0.0% | 0.34% | -3.1% |
| Q4 2021 | $657,000 | +6.8% | 3,828 | -4.4% | 0.35% | -0.6% |
| Q3 2021 | $615,000 | -2.2% | 4,004 | -18.1% | 0.35% | -32.8% |
| Q3 2020 | $629,000 | +7.3% | 4,886 | -2.3% | 0.52% | -0.8% |
| Q2 2020 | $586,000 | +35.0% | 5,000 | +19.0% | 0.53% | +6.2% |
| Q1 2020 | $434,000 | -15.9% | 4,200 | +1.4% | 0.50% | +9.5% |
| Q4 2019 | $516,000 | +4.2% | 4,140 | 0.0% | 0.46% | -2.6% |
| Q3 2019 | $495,000 | +3.8% | 4,140 | 0.0% | 0.47% | +2.4% |
| Q2 2019 | $477,000 | +6.7% | 4,140 | -1.0% | 0.46% | -0.9% |
| Q2 2018 | $447,000 | +5.9% | 4,180 | 0.0% | 0.46% | -17.4% |
| Q1 2018 | $422,000 | – | 4,180 | – | 0.56% | – |
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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% |