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 | $419,915 | -12.7% | 2,703 | -8.7% | 0.29% | -16.7% |
| Q2 2023 | $481,037 | +10.4% | 2,962 | +4.7% | 0.35% | +6.6% |
| Q1 2023 | $435,617 | +1.3% | 2,829 | -0.1% | 0.33% | -3.2% |
| Q4 2022 | $430,000 | +12.3% | 2,833 | 0.0% | 0.34% | +0.3% |
| Q3 2022 | $383,000 | -5.7% | 2,833 | 0.0% | 0.34% | +2.1% |
| Q2 2022 | $406,000 | -11.5% | 2,833 | 0.0% | 0.33% | -1.2% |
| Q1 2022 | $459,000 | -5.6% | 2,833 | 0.0% | 0.34% | +0.3% |
| Q4 2021 | $486,000 | +11.7% | 2,833 | 0.0% | 0.34% | +6.3% |
| Q3 2021 | $435,000 | -0.7% | 2,833 | 0.0% | 0.32% | -3.1% |
| Q2 2021 | $438,000 | +5.0% | 2,833 | 0.0% | 0.33% | -6.0% |
| Q1 2021 | $417,000 | +4.2% | 2,833 | 0.0% | 0.35% | +1.5% |
| Q4 2020 | $400,000 | +9.9% | 2,833 | 0.0% | 0.34% | -6.3% |
| Q3 2020 | $364,000 | +9.6% | 2,833 | 0.0% | 0.37% | -5.7% |
| Q2 2020 | $332,000 | +12.9% | 2,833 | -0.3% | 0.39% | -1.5% |
| Q1 2020 | $294,000 | -16.9% | 2,841 | 0.0% | 0.39% | +6.5% |
| Q4 2019 | $354,000 | +4.1% | 2,841 | 0.0% | 0.37% | -7.7% |
| Q3 2019 | $340,000 | +4.0% | 2,841 | 0.0% | 0.40% | -2.2% |
| Q2 2019 | $327,000 | +5.1% | 2,841 | 0.0% | 0.41% | +2.0% |
| Q1 2019 | $311,000 | +11.9% | 2,841 | 0.0% | 0.40% | +0.2% |
| Q4 2018 | $278,000 | – | 2,841 | – | 0.40% | – |
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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% |