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 | $7,802,366 | -3.2% | 50,215 | +1.2% | 0.42% | -19.1% |
| Q2 2023 | $8,057,039 | +6.4% | 49,603 | +0.9% | 0.52% | -4.8% |
| Q1 2023 | $7,569,109 | +1.8% | 49,147 | +0.4% | 0.54% | -0.5% |
| Q4 2022 | $7,433,285 | +13.7% | 48,951 | +1.2% | 0.55% | +1.7% |
| Q3 2022 | $6,536,000 | -5.5% | 48,360 | +0.3% | 0.54% | -8.2% |
| Q2 2022 | $6,917,000 | +149.4% | 48,208 | +181.9% | 0.59% | -23.1% |
| Q1 2022 | $2,773,000 | +103.6% | 17,102 | +115.7% | 0.76% | +101.6% |
| Q4 2021 | $1,362,000 | +39.4% | 7,928 | +24.6% | 0.38% | +18.1% |
| Q3 2021 | $977,000 | +56.8% | 6,362 | +58.0% | 0.32% | +59.2% |
| Q2 2021 | $623,000 | +17.8% | 4,027 | +12.0% | 0.20% | -7.8% |
| Q1 2021 | $529,000 | -11.2% | 3,597 | -14.8% | 0.22% | +89.6% |
| Q4 2020 | $596,000 | +85.7% | 4,220 | +69.1% | 0.12% | +69.1% |
| Q3 2020 | $321,000 | +56.6% | 2,496 | +52.1% | 0.07% | -69.8% |
| Q4 2019 | $205,000 | – | 1,641 | – | 0.22% | – |
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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% |