VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,694,725 | -5.8% | 120,316 | -1.5% | 1.98% | -9.3% |
| Q2 2023 | $19,837,725 | +4.8% | 122,131 | -0.6% | 2.19% | -7.2% |
| Q1 2023 | $18,928,951 | +5.3% | 122,907 | +3.8% | 2.36% | -13.4% |
| Q4 2022 | $17,976,110 | +63.2% | 118,381 | +45.2% | 2.72% | +7.9% |
| Q3 2022 | $11,016,000 | -2.5% | 81,506 | +3.5% | 2.52% | -13.4% |
| Q2 2022 | $11,295,000 | -10.2% | 78,731 | +1.5% | 2.91% | -8.7% |
| Q1 2022 | $12,581,000 | +1.1% | 77,587 | +7.1% | 3.19% | -8.4% |
| Q4 2021 | $12,445,000 | – | 72,458 | – | 3.48% | – |
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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% |