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 2023 | $1,818,257 | -4.4% | 11,702 | -0.1% | 1.17% | +8.5% |
| Q2 2023 | $1,901,893 | +4.1% | 11,709 | -1.3% | 1.08% | -0.8% |
| Q1 2023 | $1,827,021 | +5.0% | 11,863 | +3.5% | 1.08% | +3.7% |
| Q4 2022 | $1,739,745 | +14.4% | 11,457 | +1.8% | 1.04% | +3.3% |
| Q3 2022 | $1,521,000 | -3.1% | 11,253 | +2.8% | 1.01% | -2.0% |
| Q2 2022 | $1,570,000 | -8.0% | 10,945 | +4.0% | 1.03% | +3.4% |
| Q1 2022 | $1,706,000 | +0.4% | 10,519 | +6.3% | 1.00% | +4.0% |
| Q4 2021 | $1,699,000 | +9.7% | 9,893 | -1.9% | 0.96% | -2.8% |
| Q3 2021 | $1,549,000 | +0.5% | 10,087 | +1.3% | 0.99% | -0.6% |
| Q2 2021 | $1,542,000 | – | 9,960 | – | 1.00% | – |
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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% |