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 | $42,002,522 | +10.9% | 270,321 | +15.9% | 6.30% | +1.5% |
| Q2 2023 | $37,885,152 | +302.5% | 233,240 | +281.6% | 6.20% | +174.4% |
| Q1 2023 | $9,412,737 | +129.1% | 61,118 | +125.9% | 2.26% | +107.1% |
| Q4 2022 | $4,108,280 | -52.3% | 27,055 | -57.6% | 1.09% | -58.0% |
| Q3 2022 | $8,615,000 | +150.1% | 63,739 | +165.5% | 2.60% | +158.4% |
| Q2 2022 | $3,445,000 | -28.2% | 24,007 | -18.8% | 1.00% | -27.6% |
| Q1 2022 | $4,797,000 | -63.2% | 29,578 | -61.0% | 1.39% | -47.7% |
| Q4 2021 | $13,023,000 | +10.3% | 75,826 | -1.3% | 2.66% | +3.5% |
| Q3 2021 | $11,803,000 | -30.9% | 76,841 | -30.3% | 2.57% | -27.6% |
| Q2 2021 | $17,075,000 | -38.3% | 110,309 | -41.4% | 3.54% | -43.6% |
| Q1 2021 | $27,689,000 | +280.3% | 188,255 | +265.0% | 6.28% | +221.2% |
| Q4 2020 | $7,281,000 | +48.2% | 51,583 | +35.1% | 1.95% | -5.2% |
| Q3 2020 | $4,912,000 | +711.9% | 38,179 | +639.0% | 2.06% | +471.2% |
| Q2 2020 | $605,000 | – | 5,166 | – | 0.36% | – |
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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% |