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 | $2,970,210 | -6.9% | 19,116 | -2.7% | 0.27% | +7.6% |
| Q2 2023 | $3,190,901 | -1.2% | 19,645 | -6.3% | 0.25% | -3.1% |
| Q1 2023 | $3,228,632 | +0.1% | 20,964 | -1.3% | 0.26% | -1.5% |
| Q4 2022 | $3,223,894 | +8.0% | 21,231 | -3.9% | 0.26% | -2.2% |
| Q3 2022 | $2,985,000 | -8.6% | 22,091 | -3.0% | 0.27% | -3.2% |
| Q2 2022 | $3,266,000 | -19.3% | 22,766 | -8.8% | 0.28% | -11.5% |
| Q1 2022 | $4,046,000 | -1.1% | 24,954 | +4.7% | 0.31% | -2.8% |
| Q4 2021 | $4,093,000 | +16.3% | 23,833 | +4.0% | 0.32% | +5.2% |
| Q3 2021 | $3,519,000 | +1.7% | 22,912 | +2.5% | 0.31% | +3.0% |
| Q2 2021 | $3,459,000 | +4.2% | 22,353 | -1.0% | 0.30% | -1.3% |
| Q1 2021 | $3,319,000 | +5.4% | 22,572 | +1.1% | 0.30% | -5.0% |
| Q4 2020 | $3,150,000 | +16.9% | 22,317 | +6.6% | 0.32% | +8.2% |
| Q3 2020 | $2,695,000 | +21.4% | 20,944 | +10.5% | 0.29% | +14.9% |
| Q2 2020 | $2,220,000 | +28.9% | 18,946 | +13.7% | 0.26% | +18.6% |
| Q1 2020 | $1,722,000 | – | 16,658 | – | 0.22% | – |
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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% |