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 | $466,140 | -4.3% | 3,000 | 0.0% | 0.27% | +2.7% |
| Q2 2023 | $487,290 | +5.5% | 3,000 | 0.0% | 0.26% | +0.8% |
| Q1 2023 | $462,030 | +1.4% | 3,000 | 0.0% | 0.26% | -7.9% |
| Q4 2022 | $455,550 | +12.5% | 3,000 | 0.0% | 0.28% | +8.9% |
| Q3 2022 | $405,000 | -5.8% | 3,000 | 0.0% | 0.26% | +1.2% |
| Q2 2022 | $430,000 | -11.5% | 3,000 | 0.0% | 0.25% | +5.4% |
| Q1 2022 | $486,000 | -5.6% | 3,000 | 0.0% | 0.24% | -0.4% |
| Q4 2021 | $515,000 | +11.7% | 3,000 | 0.0% | 0.24% | +3.9% |
| Q3 2021 | $461,000 | +4.5% | 3,000 | 0.0% | 0.23% | -9.0% |
| Q1 2021 | $441,000 | +4.0% | 3,000 | 0.0% | 0.26% | -8.2% |
| Q4 2020 | $424,000 | +9.8% | 3,000 | 0.0% | 0.28% | -3.8% |
| Q3 2020 | $386,000 | +9.7% | 3,000 | 0.0% | 0.29% | -3.7% |
| Q2 2020 | $352,000 | +13.5% | 3,000 | 0.0% | 0.30% | +6.7% |
| Q1 2020 | $310,000 | -20.1% | 3,000 | 0.0% | 0.28% | +56.7% |
| Q4 2019 | $388,000 | +8.1% | 3,000 | 0.0% | 0.18% | -2.7% |
| Q3 2019 | $359,000 | +4.1% | 3,000 | 0.0% | 0.18% | +2.2% |
| Q2 2019 | $345,000 | +4.9% | 3,000 | 0.0% | 0.18% | +5.2% |
| Q1 2019 | $329,000 | -48.5% | 3,000 | -54.0% | 0.17% | -3.9% |
| Q4 2018 | $639,000 | +92.5% | 6,522 | +117.4% | 0.18% | -7.3% |
| Q3 2018 | $332,000 | +8.9% | 3,000 | 0.0% | 0.19% | +1.0% |
| Q2 2018 | $305,000 | +0.7% | 3,000 | 0.0% | 0.19% | -3.5% |
| Q1 2018 | $303,000 | -1.0% | 3,000 | 0.0% | 0.20% | -8.8% |
| Q4 2017 | $306,000 | – | 3,000 | – | 0.22% | – |
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% |