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 | $903,734 | -23.3% | 5,816 | -19.8% | 0.21% | -21.6% |
| Q2 2023 | $1,177,899 | -2.3% | 7,252 | -7.4% | 0.27% | -6.8% |
| Q1 2023 | $1,206,108 | -24.5% | 7,831 | -25.6% | 0.29% | -23.9% |
| Q4 2022 | $1,598,137 | +3.2% | 10,524 | -2.6% | 0.38% | 0.0% |
| Q3 2022 | $1,549,000 | +0.1% | 10,802 | +0.0% | 0.38% | +2.1% |
| Q2 2022 | $1,548,000 | -21.4% | 10,800 | -11.1% | 0.38% | +5.0% |
| Q1 2022 | $1,969,000 | +4.0% | 12,142 | +10.1% | 0.36% | +5.6% |
| Q4 2021 | $1,894,000 | +12.1% | 11,027 | +0.3% | 0.34% | +2.4% |
| Q3 2021 | $1,689,000 | -4.0% | 10,993 | -3.3% | 0.33% | -5.1% |
| Q2 2021 | $1,759,000 | -15.7% | 11,366 | -19.9% | 0.35% | -19.5% |
| Q1 2021 | $2,086,000 | -6.7% | 14,181 | -10.5% | 0.44% | -14.9% |
| Q4 2020 | $2,236,000 | +8.2% | 15,839 | -1.4% | 0.51% | +4.9% |
| Q3 2020 | $2,066,000 | +9.5% | 16,057 | -0.3% | 0.49% | +3.2% |
| Q2 2020 | $1,887,000 | -31.4% | 16,101 | -39.5% | 0.47% | -41.6% |
| Q1 2020 | $2,750,000 | -26.4% | 26,600 | -11.3% | 0.81% | -29.6% |
| Q4 2019 | $3,738,000 | -15.2% | 29,983 | -18.6% | 1.15% | -7.4% |
| Q3 2019 | $4,406,000 | +6.5% | 36,843 | +2.6% | 1.24% | +2.7% |
| Q2 2019 | $4,136,000 | +6.0% | 35,916 | +0.9% | 1.20% | -2.7% |
| Q1 2019 | $3,902,000 | +16.0% | 35,588 | +3.6% | 1.24% | -3.0% |
| Q4 2018 | $3,364,000 | – | 34,343 | – | 1.28% | – |
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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% |