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 | $4,991,734 | -12.6% | 32,126 | -8.6% | 0.34% | -11.2% |
| Q2 2023 | $5,709,093 | +1.0% | 35,148 | -4.2% | 0.38% | -6.1% |
| Q1 2023 | $5,652,923 | +3.1% | 36,705 | +1.7% | 0.41% | -4.0% |
| Q4 2022 | $5,482,764 | +11.6% | 36,106 | -0.7% | 0.42% | +4.2% |
| Q3 2022 | $4,914,000 | -3.7% | 36,356 | +2.2% | 0.41% | -4.7% |
| Q2 2022 | $5,105,000 | -9.5% | 35,579 | +2.3% | 0.43% | -4.3% |
| Q1 2022 | $5,642,000 | +3.2% | 34,790 | -1.0% | 0.45% | -8.0% |
| Q4 2021 | $5,468,000 | -1.6% | 35,132 | -1.9% | 0.49% | +3.8% |
| Q3 2021 | $5,556,000 | +1.6% | 35,814 | +1.9% | 0.47% | -3.7% |
| Q2 2021 | $5,468,000 | -18.5% | 35,132 | -21.0% | 0.49% | -29.3% |
| Q1 2021 | $6,709,000 | +3.3% | 44,464 | -3.4% | 0.69% | -11.4% |
| Q4 2020 | $6,497,000 | +13.2% | 46,025 | +3.6% | 0.78% | -1.4% |
| Q3 2020 | $5,738,000 | +154.0% | 44,436 | +130.5% | 0.79% | +142.6% |
| Q2 2020 | $2,259,000 | +16035.7% | 19,281 | +13672.1% | 0.32% | +6380.0% |
| Q3 2018 | $14,000 | – | 140 | – | 0.01% | – |
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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% |