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 | $17,539,517 | +2.9% | 112,881 | +7.5% | 6.02% | +5.9% |
| Q2 2023 | $17,053,106 | +32.5% | 104,987 | +25.7% | 5.69% | +27.9% |
| Q1 2023 | $12,867,093 | +4.5% | 83,547 | +3.1% | 4.45% | -7.3% |
| Q4 2022 | $12,310,017 | +13.4% | 81,067 | +1.0% | 4.80% | +4.0% |
| Q3 2022 | $10,851,000 | -4.1% | 80,283 | +1.8% | 4.61% | -5.4% |
| Q2 2022 | $11,317,000 | -5.1% | 78,883 | +7.3% | 4.88% | +6.0% |
| Q1 2022 | $11,919,000 | -4.0% | 73,500 | +1.6% | 4.60% | -13.7% |
| Q4 2021 | $12,420,000 | +13.4% | 72,313 | +1.4% | 5.32% | +3.5% |
| Q3 2021 | $10,950,000 | -4.2% | 71,291 | -3.5% | 5.14% | -3.6% |
| Q2 2021 | $11,436,000 | +6.9% | 73,880 | +1.6% | 5.34% | -12.8% |
| Q1 2021 | $10,697,000 | -8.8% | 72,726 | -12.5% | 6.12% | -16.2% |
| Q4 2020 | $11,727,000 | +22.3% | 83,070 | +11.5% | 7.30% | +1.8% |
| Q3 2020 | $9,589,000 | +63.9% | 74,533 | +49.3% | 7.17% | +15.1% |
| Q2 2020 | $5,850,000 | +4.5% | 49,926 | -7.8% | 6.23% | -14.2% |
| Q1 2020 | $5,600,000 | -13.8% | 54,160 | +3.9% | 7.26% | +26.4% |
| Q4 2019 | $6,500,000 | +389.8% | 52,142 | +369.7% | 5.74% | +687.0% |
| Q3 2019 | $1,327,000 | +4.2% | 11,101 | +0.4% | 0.73% | +11.8% |
| Q2 2019 | $1,273,000 | +6.2% | 11,058 | +1.1% | 0.65% | +2.8% |
| Q1 2019 | $1,199,000 | +14.7% | 10,936 | +2.5% | 0.64% | +18.2% |
| Q4 2018 | $1,045,000 | – | 10,671 | – | 0.54% | – |
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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% |