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 | $80,381 | -4.3% | 517 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $84,028 | +5.5% | 517 | 0.0% | 0.07% | +2.9% |
| Q1 2023 | $79,672 | +1.4% | 517 | 0.0% | 0.07% | +1.5% |
| Q4 2022 | $78,555 | +12.2% | 517 | 0.0% | 0.07% | -10.5% |
| Q3 2022 | $70,000 | -5.4% | 517 | 0.0% | 0.08% | -11.6% |
| Q2 2022 | $74,000 | -11.9% | 517 | 0.0% | 0.09% | -13.1% |
| Q1 2022 | $84,000 | -5.6% | 517 | 0.0% | 0.10% | +10.0% |
| Q4 2021 | $89,000 | +12.7% | 517 | 0.0% | 0.09% | +16.9% |
| Q3 2021 | $79,000 | -1.2% | 517 | 0.0% | 0.08% | +2.7% |
| Q2 2021 | $80,000 | +5.3% | 517 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $76,000 | +4.1% | 517 | 0.0% | 0.08% | -11.8% |
| Q4 2020 | $73,000 | +9.0% | 517 | 0.0% | 0.08% | -15.8% |
| Q3 2020 | $67,000 | +9.8% | 517 | 0.0% | 0.10% | +16.1% |
| Q2 2020 | $61,000 | +15.1% | 517 | 0.0% | 0.09% | +3.6% |
| Q1 2020 | $53,000 | -17.2% | 517 | 0.0% | 0.08% | -10.6% |
| Q4 2019 | $64,000 | +3.2% | 517 | 0.0% | 0.09% | -7.8% |
| Q3 2019 | $62,000 | +19.2% | 517 | +13.9% | 0.10% | +168.4% |
| Q2 2019 | $52,000 | -70.8% | 454 | -72.0% | 0.04% | -72.3% |
| Q1 2019 | $178,000 | +12.7% | 1,621 | +0.2% | 0.14% | +4.6% |
| Q4 2018 | $158,000 | – | 1,617 | – | 0.13% | – |
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% |