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 | $31,884 | -4.3% | 205 | 0.0% | 0.01% | -11.1% |
Q2 2023 | $33,330 | -5.0% | 205 | -8.9% | 0.01% | -10.0% |
Q1 2023 | $35,101 | -41.0% | 225 | -40.9% | 0.01% | -41.2% |
Q4 2022 | $59,497 | +14.4% | 381 | -0.5% | 0.02% | 0.0% |
Q3 2022 | $52,000 | -11.9% | 383 | 0.0% | 0.02% | -5.6% |
Q2 2022 | $59,000 | +136.0% | 383 | +143.9% | 0.02% | +157.1% |
Q1 2022 | $25,000 | -7.4% | 157 | 0.0% | 0.01% | -12.5% |
Q4 2021 | $27,000 | +12.5% | 157 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $24,000 | 0.0% | 157 | 0.0% | 0.01% | -11.1% |
Q2 2021 | $24,000 | +700.0% | 157 | +772.2% | 0.01% | +800.0% |
Q1 2021 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $3,000 | +50.0% | 18 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $2,000 | -33.3% | 18 | -28.0% | 0.00% | 0.0% |
Q3 2019 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $3,000 | -80.0% | 25 | -82.1% | 0.00% | -85.7% |
Q1 2019 | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $14,000 | -6.7% | 140 | 0.0% | 0.01% | -12.5% |
Q3 2018 | $15,000 | +7.1% | 140 | 0.0% | 0.01% | +14.3% |
Q2 2018 | $14,000 | – | 140 | – | 0.01% | – |
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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% |