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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $330,000 | -63.9% | 3,189 | -55.6% | 0.06% | -57.2% |
| Q4 2019 | $913,000 | +6.2% | 7,189 | 0.0% | 0.14% | -8.2% |
| Q3 2019 | $860,000 | +3.9% | 7,189 | 0.0% | 0.16% | -5.4% |
| Q2 2019 | $828,000 | +5.1% | 7,189 | 0.0% | 0.17% | -13.0% |
| Q1 2019 | $788,000 | +11.9% | 7,189 | 0.0% | 0.19% | -25.0% |
| Q4 2018 | $704,000 | -11.6% | 7,189 | 0.0% | 0.26% | -9.2% |
| Q3 2018 | $796,000 | +8.9% | 7,189 | 0.0% | 0.28% | -6.9% |
| Q2 2018 | $731,000 | +0.7% | 7,189 | 0.0% | 0.30% | -8.5% |
| Q1 2018 | $726,000 | -1.0% | 7,189 | 0.0% | 0.33% | +1.2% |
| Q4 2017 | $733,000 | +7.6% | 7,189 | 0.0% | 0.33% | +13.9% |
| Q3 2017 | $681,000 | +2.3% | 7,189 | 0.0% | 0.29% | +4.7% |
| Q2 2017 | $666,000 | +2.9% | 7,189 | -0.5% | 0.27% | +2.6% |
| Q1 2017 | $647,000 | +5.7% | 7,223 | +0.5% | 0.27% | +3.1% |
| Q4 2016 | $612,000 | +1.5% | 7,189 | 0.0% | 0.26% | -7.8% |
| Q3 2016 | $603,000 | – | 7,189 | – | 0.28% | – |
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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% |