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 | $269,274 | -25.8% | 1,733 | -27.5% | 0.02% | -48.8% |
| Q4 2022 | $362,770 | -29.3% | 2,389 | -33.2% | 0.04% | +2.5% |
| Q2 2022 | $513,000 | +114.6% | 3,575 | +142.9% | 0.04% | +110.5% |
| Q1 2022 | $239,000 | -61.5% | 1,472 | -59.2% | 0.02% | -51.3% |
| Q4 2021 | $620,000 | +104.6% | 3,607 | +82.9% | 0.04% | +105.3% |
| Q3 2021 | $303,000 | -67.1% | 1,972 | -66.8% | 0.02% | -64.8% |
| Q2 2021 | $920,000 | -6.3% | 5,943 | -14.6% | 0.05% | +10.2% |
| Q4 2020 | $982,000 | +79.2% | 6,958 | +48.8% | 0.05% | +69.0% |
| Q2 2020 | $548,000 | +19.1% | 4,676 | +5.0% | 0.03% | -32.6% |
| Q1 2020 | $460,000 | -39.6% | 4,453 | -27.0% | 0.04% | +7.5% |
| Q4 2019 | $761,000 | +13.2% | 6,101 | -26.9% | 0.04% | -95.4% |
| Q1 2015 | $672,000 | -10.5% | 8,347 | -9.8% | 0.88% | -49.0% |
| Q4 2014 | $751,000 | -46.6% | 9,251 | -49.4% | 1.72% | +39.8% |
| Q3 2014 | $1,406,000 | -30.2% | 18,275 | -29.3% | 1.23% | -4.4% |
| Q2 2014 | $2,015,000 | – | 25,853 | – | 1.28% | – |
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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% |