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 | $618,814 | -2.6% | 3,983 | +1.8% | 0.04% | -2.3% |
| Q2 2023 | $635,295 | -3.9% | 3,911 | -8.9% | 0.04% | -14.0% |
| Q1 2023 | $661,041 | +7.2% | 4,292 | +5.7% | 0.05% | -2.0% |
| Q4 2022 | $616,684 | +10.3% | 4,061 | -1.8% | 0.05% | -13.6% |
| Q3 2022 | $559,000 | +65.9% | 4,135 | +76.1% | 0.06% | +55.3% |
| Q2 2022 | $337,000 | -11.5% | 2,348 | +0.0% | 0.04% | +5.6% |
| Q1 2022 | $381,000 | -32.4% | 2,347 | -28.6% | 0.04% | -30.8% |
| Q4 2021 | $564,000 | +14.9% | 3,285 | +2.7% | 0.05% | -1.9% |
| Q3 2021 | $491,000 | -0.8% | 3,198 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $495,000 | +67.2% | 3,198 | +59.1% | 0.06% | +52.8% |
| Q1 2021 | $296,000 | +4.2% | 2,010 | 0.0% | 0.04% | -5.3% |
| Q4 2020 | $284,000 | +9.7% | 2,010 | -0.3% | 0.04% | -7.3% |
| Q3 2020 | $259,000 | -94.7% | 2,017 | -95.1% | 0.04% | -95.0% |
| Q2 2020 | $4,869,000 | +52.4% | 41,553 | +34.4% | 0.82% | +37.8% |
| Q1 2020 | $3,195,000 | – | 30,907 | – | 0.60% | – |
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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% |