VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,680,124 | +9.2% | 10,813 | +14.2% | 1.00% | +17.4% |
| Q2 2023 | $1,537,887 | +16.3% | 9,468 | +10.2% | 0.85% | +8.7% |
| Q1 2023 | $1,322,638 | +1.4% | 8,588 | 0.0% | 0.79% | -5.4% |
| Q4 2022 | $1,304,088 | +16.7% | 8,588 | +3.9% | 0.83% | +7.8% |
| Q3 2022 | $1,117,000 | +7.1% | 8,262 | +13.6% | 0.77% | +14.4% |
| Q2 2022 | $1,043,000 | +72.7% | 7,270 | +95.3% | 0.67% | +111.9% |
| Q1 2022 | $604,000 | +84.1% | 3,722 | +94.7% | 0.32% | +88.2% |
| Q4 2021 | $328,000 | +19.7% | 1,912 | +7.0% | 0.17% | +6.3% |
| Q3 2021 | $274,000 | +4.2% | 1,787 | +5.0% | 0.16% | +2.6% |
| Q2 2021 | $263,000 | +15.4% | 1,702 | +9.7% | 0.16% | +7.6% |
| Q1 2021 | $228,000 | +5.1% | 1,552 | -44.4% | 0.14% | -39.2% |
| Q2 2014 | $217,000 | +3.3% | 2,790 | 0.0% | 0.24% | -4.4% |
| Q1 2014 | $210,000 | 0.0% | 2,790 | 0.0% | 0.25% | -6.1% |
| Q4 2013 | $210,000 | – | 2,790 | – | 0.26% | – |
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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% |