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 | $7,532,512 | -3.4% | 48,478 | +0.9% | 0.84% | +0.1% |
| Q2 2023 | $7,800,213 | +2146.0% | 48,022 | +2029.6% | 0.84% | +2010.0% |
| Q1 2023 | $347,293 | +1.4% | 2,255 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $342,422 | +12.6% | 2,255 | +0.4% | 0.04% | +5.3% |
| Q3 2022 | $304,000 | -6.7% | 2,247 | -1.0% | 0.04% | -5.0% |
| Q2 2022 | $326,000 | -13.1% | 2,270 | -1.9% | 0.04% | -9.1% |
| Q1 2022 | $375,000 | +36.4% | 2,314 | +44.4% | 0.04% | +41.9% |
| Q4 2021 | $275,000 | +16.5% | 1,602 | +4.4% | 0.03% | +6.9% |
| Q3 2021 | $236,000 | -0.8% | 1,535 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $238,000 | +5.3% | 1,535 | 0.0% | 0.03% | -3.3% |
| Q1 2021 | $226,000 | +4.1% | 1,535 | 0.0% | 0.03% | -3.2% |
| Q4 2020 | $217,000 | – | 1,535 | – | 0.03% | – |
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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% |