VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,818 | -4.3% | 3,442 | 0.0% | 0.06% | -5.1% |
| Q2 2023 | $559,084 | +5.5% | 3,442 | 0.0% | 0.06% | -6.3% |
| Q1 2023 | $530,102 | +1.4% | 3,442 | 0.0% | 0.06% | -4.5% |
| Q4 2022 | $522,668 | +12.4% | 3,442 | 0.0% | 0.07% | -5.7% |
| Q3 2022 | $465,000 | -5.9% | 3,442 | 0.0% | 0.07% | -7.9% |
| Q2 2022 | $494,000 | -11.5% | 3,442 | 0.0% | 0.08% | -6.2% |
| Q1 2022 | $558,000 | +3.9% | 3,442 | +10.0% | 0.08% | +6.6% |
| Q4 2021 | $537,000 | +11.9% | 3,128 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $480,000 | +566.7% | 3,128 | +346.9% | 0.08% | +294.7% |
| Q1 2020 | $72,000 | -17.2% | 700 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $87,000 | +3.6% | 700 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $84,000 | +3.7% | 700 | 0.0% | 0.02% | +6.2% |
| Q2 2019 | $81,000 | +5.2% | 700 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $77,000 | +11.6% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $69,000 | – | 700 | – | 0.02% | – |
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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% |