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 | $1,310,649 | -0.8% | 8,435 | +3.7% | 0.38% | +4.7% |
| Q2 2023 | $1,320,995 | +15.1% | 8,133 | +9.1% | 0.36% | +9.4% |
| Q1 2023 | $1,147,945 | +1.0% | 7,454 | -0.4% | 0.33% | -2.9% |
| Q4 2022 | $1,136,698 | +27.1% | 7,486 | +13.2% | 0.34% | +0.6% |
| Q3 2022 | $894,000 | -14.9% | 6,615 | -9.9% | 0.34% | -8.9% |
| Q2 2022 | $1,050,000 | -11.8% | 7,338 | -0.3% | 0.37% | +4.5% |
| Q1 2022 | $1,191,000 | +1.5% | 7,359 | +7.7% | 0.36% | 0.0% |
| Q4 2021 | $1,173,000 | +7.5% | 6,834 | -3.6% | 0.36% | -5.1% |
| Q3 2021 | $1,091,000 | -4.9% | 7,088 | -4.4% | 0.37% | -7.9% |
| Q2 2021 | $1,147,000 | +6.2% | 7,413 | +0.9% | 0.41% | +4.9% |
| Q1 2021 | $1,080,000 | +3.7% | 7,348 | -0.4% | 0.39% | -2.8% |
| Q4 2020 | $1,041,000 | +12.3% | 7,379 | +2.4% | 0.40% | +3.4% |
| Q3 2020 | $927,000 | +18.1% | 7,209 | +7.7% | 0.38% | +10.6% |
| Q2 2020 | $785,000 | +26.0% | 6,694 | +11.4% | 0.35% | +6.4% |
| Q1 2020 | $623,000 | – | 6,009 | – | 0.33% | – |
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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% |