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 | $7,912,187 | -20.6% | 50,921 | -17.0% | 1.52% | -18.1% |
| Q2 2023 | $9,966,183 | +2.6% | 61,357 | -2.8% | 1.86% | -7.7% |
| Q1 2023 | $9,717,781 | -5.9% | 63,098 | -7.2% | 2.01% | -35.2% |
| Q4 2022 | $10,324,585 | +29.6% | 67,992 | +15.4% | 3.10% | +54.3% |
| Q3 2022 | $7,966,000 | +493.6% | 58,941 | +530.3% | 2.01% | +482.9% |
| Q2 2022 | $1,342,000 | +127.5% | 9,351 | +157.2% | 0.34% | +159.4% |
| Q1 2022 | $590,000 | +54.5% | 3,636 | +63.7% | 0.13% | +58.3% |
| Q4 2021 | $382,000 | +57.2% | 2,221 | +40.4% | 0.08% | +40.0% |
| Q3 2021 | $243,000 | +39.7% | 1,582 | +41.0% | 0.06% | +36.4% |
| Q2 2021 | $174,000 | +12.3% | 1,122 | +6.5% | 0.04% | -4.3% |
| Q1 2021 | $155,000 | – | 1,054 | – | 0.05% | – |
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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% |