VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 540 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2015. The put-call ratio across all filers is 0.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,133 | -3.6% | 6,932 | +0.8% | 1.33% | +5.3% |
| Q2 2023 | $1,116,975 | +3.4% | 6,877 | -2.0% | 1.26% | -10.3% |
| Q1 2023 | $1,080,481 | +9.3% | 7,016 | +7.8% | 1.41% | +0.3% |
| Q4 2022 | $988,562 | +56.4% | 6,510 | +39.3% | 1.41% | +63.9% |
| Q3 2022 | $632,000 | +6.6% | 4,674 | +13.1% | 0.86% | -11.5% |
| Q2 2022 | $593,000 | -5.1% | 4,133 | +7.2% | 0.97% | +27.3% |
| Q1 2022 | $625,000 | +11.6% | 3,856 | +18.2% | 0.76% | +63.9% |
| Q4 2021 | $560,000 | +558.8% | 3,261 | +326.3% | 0.46% | +151.4% |
| Q3 2018 | $85,000 | +9.0% | 765 | 0.0% | 0.18% | -0.5% |
| Q2 2018 | $78,000 | +160.0% | 765 | +159.3% | 0.19% | +135.4% |
| Q1 2018 | $30,000 | +20.0% | 295 | +20.4% | 0.08% | +33.9% |
| Q4 2017 | $25,000 | -28.6% | 245 | -45.3% | 0.06% | +47.5% |
| Q2 2015 | $35,000 | -2.8% | 448 | 0.0% | 0.04% | -7.0% |
| Q1 2015 | $36,000 | 0.0% | 448 | 0.0% | 0.04% | +2.4% |
| Q4 2014 | $36,000 | – | 448 | – | 0.04% | – |
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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% |