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 | $1,043,688 | -0.9% | 6,717 | +3.6% | 0.06% | 0.0% |
| Q2 2023 | $1,053,195 | -4.7% | 6,484 | -9.6% | 0.06% | -18.6% |
| Q1 2023 | $1,104,559 | +1.4% | 7,172 | 0.0% | 0.07% | -2.8% |
| Q4 2022 | $1,089,069 | +8.7% | 7,172 | -3.3% | 0.07% | -1.4% |
| Q3 2022 | $1,002,000 | -8.3% | 7,415 | -2.7% | 0.07% | -2.7% |
| Q2 2022 | $1,093,000 | +60.0% | 7,617 | +80.8% | 0.08% | +78.6% |
| Q1 2022 | $683,000 | -1.3% | 4,213 | +4.5% | 0.04% | +2.4% |
| Q4 2021 | $692,000 | +16.9% | 4,033 | +4.8% | 0.04% | +7.9% |
| Q3 2021 | $592,000 | +5.3% | 3,850 | +5.9% | 0.04% | +2.7% |
| Q2 2021 | $562,000 | +5.6% | 3,634 | +0.5% | 0.04% | 0.0% |
| Q1 2021 | $532,000 | +33.0% | 3,617 | +27.8% | 0.04% | +19.4% |
| Q4 2020 | $400,000 | +9.9% | 2,830 | 0.0% | 0.03% | -3.1% |
| Q3 2020 | $364,000 | +9.6% | 2,830 | 0.0% | 0.03% | +3.2% |
| Q2 2020 | $332,000 | +19.9% | 2,830 | +5.6% | 0.03% | 0.0% |
| Q1 2020 | $277,000 | -15.3% | 2,679 | +2.1% | 0.03% | +6.9% |
| Q4 2019 | $327,000 | +15.1% | 2,625 | +10.5% | 0.03% | +7.4% |
| Q3 2019 | $284,000 | +3.6% | 2,375 | 0.0% | 0.03% | -3.6% |
| Q2 2019 | $274,000 | +7.9% | 2,375 | +2.7% | 0.03% | +3.7% |
| Q1 2019 | $254,000 | +13.4% | 2,313 | +1.0% | 0.03% | +3.8% |
| Q4 2018 | $224,000 | +8.7% | 2,290 | +23.1% | 0.03% | +8.3% |
| Q3 2018 | $206,000 | -2.4% | 1,860 | -10.8% | 0.02% | -60.7% |
| Q1 2018 | $211,000 | – | 2,086 | – | 0.06% | – |
Download | ||||||
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% |