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 | $911,396 | -5.5% | 5,866 | -1.2% | 0.38% | -1.6% |
| Q2 2023 | $964,218 | +3.5% | 5,936 | -1.8% | 0.39% | -2.3% |
| Q1 2023 | $931,176 | +1.1% | 6,046 | -0.3% | 0.40% | -5.3% |
| Q4 2022 | $920,944 | +12.6% | 6,065 | +0.2% | 0.42% | +6.9% |
| Q3 2022 | $818,000 | +0.4% | 6,052 | +6.5% | 0.39% | 0.0% |
| Q2 2022 | $815,000 | -11.4% | 5,682 | +0.2% | 0.39% | +0.3% |
| Q1 2022 | $920,000 | -2.3% | 5,671 | +3.4% | 0.39% | -0.5% |
| Q4 2021 | $942,000 | +19.1% | 5,487 | +6.5% | 0.39% | +8.0% |
| Q3 2021 | $791,000 | +10.9% | 5,151 | +11.8% | 0.36% | +8.7% |
| Q2 2021 | $713,000 | +33.8% | 4,606 | +27.2% | 0.33% | +18.4% |
| Q1 2021 | $533,000 | +1.1% | 3,621 | -2.9% | 0.28% | -6.0% |
| Q4 2020 | $527,000 | +14.6% | 3,730 | +4.3% | 0.30% | +4.5% |
| Q3 2020 | $460,000 | +2.0% | 3,577 | -7.0% | 0.29% | -5.9% |
| Q2 2020 | $451,000 | +17.8% | 3,846 | +3.9% | 0.30% | -1.3% |
| Q1 2020 | $383,000 | -19.9% | 3,701 | -3.4% | 0.31% | -7.2% |
| Q4 2019 | $478,000 | +18.6% | 3,833 | +13.6% | 0.33% | +10.6% |
| Q3 2019 | $403,000 | -9.2% | 3,374 | -12.5% | 0.30% | -11.7% |
| Q2 2019 | $444,000 | +18.7% | 3,855 | +13.0% | 0.34% | +14.4% |
| Q1 2019 | $374,000 | +36.0% | 3,412 | +21.6% | 0.30% | +25.2% |
| Q4 2018 | $275,000 | +20.1% | 2,805 | +35.5% | 0.24% | +23.3% |
| Q3 2018 | $229,000 | +9.0% | 2,070 | +0.3% | 0.19% | -1.0% |
| Q2 2018 | $210,000 | – | 2,063 | – | 0.20% | – |
Download | ||||||
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% |