VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,556,000 | +5.3% | 27,635 | -4.1% | 1.20% | -2.4% |
| Q2 2020 | $3,377,000 | -11.9% | 28,818 | -22.3% | 1.23% | -30.6% |
| Q1 2020 | $3,832,000 | -18.2% | 37,066 | -1.4% | 1.78% | -4.8% |
| Q4 2019 | $4,687,000 | -37.3% | 37,602 | -39.8% | 1.87% | -47.2% |
| Q3 2019 | $7,471,000 | +4.5% | 62,474 | +0.6% | 3.54% | +7.0% |
| Q2 2019 | $7,149,000 | +4.7% | 62,076 | -0.3% | 3.31% | +4.3% |
| Q1 2019 | $6,830,000 | +10.2% | 62,291 | -1.5% | 3.17% | +3.8% |
| Q4 2018 | $6,196,000 | -11.1% | 63,257 | +0.4% | 3.06% | -16.7% |
| Q3 2018 | $6,973,000 | +13.8% | 62,987 | +4.4% | 3.67% | +17.0% |
| Q2 2018 | $6,130,000 | +1.7% | 60,321 | +1.1% | 3.14% | -2.0% |
| Q1 2018 | $6,027,000 | -4.1% | 59,644 | -3.2% | 3.20% | +2.3% |
| Q4 2017 | $6,284,000 | +5.7% | 61,586 | -1.8% | 3.13% | +1.1% |
| Q3 2017 | $5,944,000 | +1.7% | 62,703 | -0.6% | 3.09% | +4.1% |
| Q2 2017 | $5,845,000 | +2.8% | 63,068 | -0.2% | 2.97% | -21.0% |
| Q1 2017 | $5,685,000 | +4.8% | 63,208 | -0.7% | 3.76% | -16.2% |
| Q4 2016 | $5,424,000 | +0.5% | 63,679 | -0.9% | 4.49% | -5.9% |
| Q3 2016 | $5,395,000 | -99.9% | 64,279 | -5.3% | 4.77% | -26.5% |
| Q2 2016 | $5,650,000,000 | -0.3% | 67,874 | -2.7% | 6.49% | +1.8% |
| Q1 2016 | $5,667,000,000 | -0.4% | 69,746 | -4.7% | 6.38% | +13.1% |
| Q4 2015 | $5,692,000,000 | +3.7% | 73,199 | -1.7% | 5.64% | -10.8% |
| Q3 2015 | $5,491,000,000 | -6.0% | 74,467 | +0.2% | 6.32% | -23.0% |
| Q2 2015 | $5,839,000,000 | -2.6% | 74,309 | -0.2% | 8.20% | +48.5% |
| Q1 2015 | $5,993,000,000 | -2.8% | 74,479 | -2.0% | 5.52% | -20.2% |
| Q4 2014 | $6,168,000,000 | +3.1% | 76,000 | -2.3% | 6.92% | -0.8% |
| Q3 2014 | $5,985,000,000 | -4.5% | 77,779 | -3.3% | 6.97% | -3.9% |
| Q2 2014 | $6,269,000,000 | – | 80,423 | – | 7.25% | – |
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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% |