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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $262,351 | +5.1% | 1,615 | -0.4% | 0.06% | -1.5% |
| Q1 2023 | $249,676 | -67.7% | 1,621 | +25.5% | 0.06% | +400.0% |
| Q3 2020 | $772,000 | +203.9% | 1,292 | -36.6% | 0.01% | -86.2% |
| Q4 2019 | $254,000 | -1.2% | 2,038 | -4.6% | 0.09% | -8.7% |
| Q3 2019 | $257,000 | +6.6% | 2,137 | +2.6% | 0.10% | +5.1% |
| Q2 2019 | $241,000 | +5.7% | 2,082 | +0.2% | 0.10% | 0.0% |
| Q1 2019 | $228,000 | +9.1% | 2,078 | -3.3% | 0.10% | -19.0% |
| Q4 2018 | $209,000 | -16.1% | 2,148 | -4.2% | 0.12% | -0.8% |
| Q3 2018 | $249,000 | +15.3% | 2,242 | +4.8% | 0.12% | +1.7% |
| Q2 2018 | $216,000 | 0.0% | 2,139 | 0.0% | 0.12% | -7.7% |
| Q1 2018 | $216,000 | -25.0% | 2,139 | -24.0% | 0.13% | -29.0% |
| Q4 2017 | $288,000 | +8.3% | 2,815 | +0.2% | 0.18% | +4.0% |
| Q3 2017 | $266,000 | -0.7% | 2,808 | -3.2% | 0.18% | -7.9% |
| Q2 2017 | $268,000 | – | 2,901 | – | 0.19% | – |
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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% |