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 | $289,318 | -1.1% | 1,862 | -1.3% | 0.10% | 0.0% |
| Q1 2023 | $292,560 | +1.0% | 1,887 | -1.0% | 0.10% | -3.7% |
| Q4 2022 | $289,578 | +6.9% | 1,907 | 0.0% | 0.11% | +0.9% |
| Q3 2022 | $271,000 | -1.5% | 1,907 | 0.0% | 0.11% | +1.9% |
| Q2 2022 | $275,000 | -11.3% | 1,907 | 0.0% | 0.11% | 0.0% |
| Q1 2022 | $310,000 | -4.3% | 1,907 | 0.0% | 0.11% | -3.6% |
| Q4 2021 | $324,000 | +3.8% | 1,907 | -4.6% | 0.11% | -2.7% |
| Q3 2021 | $312,000 | -1.0% | 1,998 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $315,000 | +2.3% | 1,998 | -4.4% | 0.11% | -6.6% |
| Q1 2021 | $308,000 | +0.3% | 2,091 | -5.2% | 0.12% | -9.0% |
| Q4 2020 | $307,000 | +6.6% | 2,206 | -1.6% | 0.13% | -6.3% |
| Q3 2020 | $288,000 | +7.9% | 2,241 | -1.7% | 0.14% | +1.4% |
| Q2 2020 | $267,000 | -4.3% | 2,280 | -15.4% | 0.14% | -17.6% |
| Q1 2020 | $279,000 | -18.2% | 2,695 | -1.3% | 0.17% | +3.0% |
| Q4 2019 | $341,000 | +5.2% | 2,731 | -0.2% | 0.16% | -2.9% |
| Q3 2019 | $324,000 | -8.7% | 2,736 | -9.6% | 0.17% | -6.6% |
| Q2 2019 | $355,000 | +2.3% | 3,026 | -4.3% | 0.18% | 0.0% |
| Q1 2019 | $347,000 | +7.4% | 3,162 | -0.2% | 0.18% | +0.6% |
| Q4 2018 | $323,000 | +0.6% | 3,168 | +0.3% | 0.18% | +4.6% |
| Q2 2018 | $321,000 | – | 3,159 | – | 0.17% | – |
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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% |