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 2018 | $4,335,000 | +12.0% | 39,161 | +2.8% | 2.60% | +10.2% |
| Q2 2018 | $3,869,000 | +0.4% | 38,076 | -0.1% | 2.36% | -7.1% |
| Q1 2018 | $3,852,000 | -0.5% | 38,118 | +0.4% | 2.54% | -0.0% |
| Q4 2017 | $3,872,000 | +2.6% | 37,950 | -4.7% | 2.54% | -2.9% |
| Q3 2017 | $3,774,000 | +3.3% | 39,815 | +1.0% | 2.62% | -0.2% |
| Q2 2017 | $3,653,000 | +4.9% | 39,424 | +1.9% | 2.62% | -0.3% |
| Q1 2017 | $3,481,000 | +9.3% | 38,700 | +3.5% | 2.63% | +2.1% |
| Q4 2016 | $3,186,000 | +1.8% | 37,408 | +0.3% | 2.58% | -2.2% |
| Q3 2016 | $3,130,000 | -0.2% | 37,294 | -1.0% | 2.64% | -1.8% |
| Q2 2016 | $3,135,000 | +1.8% | 37,664 | -0.6% | 2.69% | +0.3% |
| Q1 2016 | $3,079,000 | +5.7% | 37,891 | +1.2% | 2.68% | +2.5% |
| Q4 2015 | $2,913,000 | +12.0% | 37,460 | +6.2% | 2.61% | -3.3% |
| Q3 2015 | $2,600,000 | -3.4% | 35,259 | +2.9% | 2.70% | +6.7% |
| Q2 2015 | $2,692,000 | +3.3% | 34,253 | +5.5% | 2.53% | -3.4% |
| Q1 2015 | $2,606,000 | +1.2% | 32,478 | +2.4% | 2.62% | -3.1% |
| Q4 2014 | $2,574,000 | – | 31,719 | – | 2.70% | – |
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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% |