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 | $4,458,587 | -5.4% | 28,554 | -1.2% | 1.90% | -4.3% |
| Q2 2023 | $4,715,512 | -3.8% | 28,894 | -9.2% | 1.99% | +6.0% |
| Q1 2023 | $4,900,063 | +2.4% | 31,817 | +0.9% | 1.88% | -5.8% |
| Q4 2022 | $4,785,936 | +3.7% | 31,518 | -7.7% | 1.99% | -0.2% |
| Q3 2022 | $4,614,000 | -5.4% | 34,137 | +0.5% | 2.00% | -9.6% |
| Q2 2022 | $4,875,000 | -32.2% | 33,978 | -23.3% | 2.21% | -35.9% |
| Q1 2022 | $7,186,000 | +34.8% | 44,316 | +42.8% | 3.45% | +34.1% |
| Q4 2021 | $5,332,000 | +9.9% | 31,044 | -1.7% | 2.57% | -15.1% |
| Q3 2021 | $4,852,000 | -3.9% | 31,586 | -3.2% | 3.03% | -1.8% |
| Q2 2021 | $5,049,000 | +2.1% | 32,616 | -3.0% | 3.08% | -21.1% |
| Q1 2021 | $4,946,000 | -15.3% | 33,628 | -18.7% | 3.91% | -28.8% |
| Q4 2020 | $5,837,000 | – | 41,345 | – | 5.49% | – |
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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% |