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 | $623,084 | -3.7% | 4,010 | +0.6% | 0.41% | -4.2% |
| Q2 2023 | $647,266 | +8.1% | 3,985 | +2.5% | 0.42% | -6.0% |
| Q1 2023 | $598,928 | -2.2% | 3,889 | -3.6% | 0.45% | -2.0% |
| Q4 2022 | $612,669 | -11.8% | 4,035 | -21.6% | 0.46% | -26.2% |
| Q3 2022 | $695,000 | -12.9% | 5,145 | -7.5% | 0.62% | +5.2% |
| Q2 2022 | $798,000 | -30.6% | 5,561 | -21.6% | 0.59% | -21.0% |
| Q1 2022 | $1,150,000 | +19.2% | 7,089 | +23.9% | 0.75% | +18.3% |
| Q4 2021 | $965,000 | +10.7% | 5,720 | +0.7% | 0.63% | +1.8% |
| Q3 2021 | $872,000 | +6.3% | 5,680 | +7.2% | 0.62% | +9.7% |
| Q2 2021 | $820,000 | +3.1% | 5,299 | -1.9% | 0.57% | -11.7% |
| Q1 2021 | $795,000 | – | 5,403 | – | 0.64% | – |
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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% |