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 | $2,300,313 | -4.2% | 14,804 | +0.2% | 0.52% | -4.7% |
| Q2 2023 | $2,399,957 | +7.1% | 14,775 | +1.6% | 0.55% | -3.7% |
| Q1 2023 | $2,240,059 | +5.5% | 14,545 | +4.0% | 0.57% | -17.7% |
| Q4 2022 | $2,122,988 | -3.8% | 13,981 | -14.4% | 0.69% | -7.1% |
| Q3 2022 | $2,207,000 | -4.5% | 16,327 | +1.3% | 0.74% | -1.1% |
| Q2 2022 | $2,312,000 | -11.2% | 16,112 | +0.3% | 0.75% | -1.6% |
| Q1 2022 | $2,604,000 | +5.9% | 16,061 | +12.1% | 0.76% | +7.6% |
| Q4 2021 | $2,460,000 | +15.0% | 14,322 | +2.9% | 0.71% | +1.4% |
| Q3 2021 | $2,139,000 | +14.6% | 13,923 | +15.4% | 0.70% | +12.4% |
| Q2 2021 | $1,867,000 | +10.5% | 12,064 | +5.1% | 0.62% | -7.0% |
| Q1 2021 | $1,689,000 | +309.0% | 11,481 | +292.9% | 0.67% | +233.3% |
| Q4 2020 | $413,000 | +9.8% | 2,922 | -0.1% | 0.20% | -9.9% |
| Q3 2020 | $376,000 | +9.9% | 2,926 | +0.2% | 0.22% | +6.2% |
| Q2 2020 | $342,000 | +31.0% | 2,919 | +15.5% | 0.21% | +9.4% |
| Q1 2020 | $261,000 | – | 2,527 | – | 0.19% | – |
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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% |