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 | $12,509,816 | -4.2% | 80,511 | +0.2% | 5.68% | -3.2% |
| Q2 2023 | $13,054,878 | +7.4% | 80,372 | +1.8% | 5.86% | -5.4% |
| Q1 2023 | $12,153,597 | +3.5% | 78,914 | +2.0% | 6.20% | -8.5% |
| Q4 2022 | $11,748,279 | +12.0% | 77,368 | -0.3% | 6.77% | +7.1% |
| Q3 2022 | $10,490,000 | -1.8% | 77,613 | +4.2% | 6.32% | +3.5% |
| Q2 2022 | $10,681,000 | -7.9% | 74,451 | +4.1% | 6.11% | +10.9% |
| Q1 2022 | $11,600,000 | -0.7% | 71,539 | +5.2% | 5.51% | +1.5% |
| Q4 2021 | $11,678,000 | +17.2% | 67,998 | +4.8% | 5.43% | +10.6% |
| Q3 2021 | $9,966,000 | +7.7% | 64,886 | +8.5% | 4.91% | +2.1% |
| Q2 2021 | $9,257,000 | +14.9% | 59,807 | +9.2% | 4.81% | +4.6% |
| Q1 2021 | $8,058,000 | +14.2% | 54,791 | +9.6% | 4.59% | +7.4% |
| Q4 2020 | $7,055,000 | +21.9% | 49,977 | +11.1% | 4.28% | +3.0% |
| Q3 2020 | $5,787,000 | +47.5% | 44,982 | +34.3% | 4.15% | +34.1% |
| Q2 2020 | $3,923,000 | +547.4% | 33,486 | +470.8% | 3.10% | +390.5% |
| Q1 2020 | $606,000 | +5.4% | 5,867 | +27.1% | 0.63% | +30.4% |
| Q4 2019 | $575,000 | – | 4,615 | – | 0.48% | – |
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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% |