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 | $223,283 | +3.8% | 1,437 | +8.5% | 0.08% | +2.6% |
| Q2 2023 | $215,057 | +7.0% | 1,324 | +13.2% | 0.08% | -17.4% |
| Q4 2021 | $201,000 | -31.9% | 1,170 | -35.0% | 0.09% | -32.4% |
| Q3 2021 | $295,000 | +4.6% | 1,801 | -1.0% | 0.14% | -28.0% |
| Q2 2021 | $282,000 | -15.3% | 1,820 | -19.6% | 0.19% | +3.3% |
| Q1 2021 | $333,000 | +18.9% | 2,264 | +4.0% | 0.18% | +1.1% |
| Q4 2020 | $280,000 | +3.7% | 2,176 | +3.9% | 0.18% | +4.6% |
| Q3 2020 | $270,000 | -1.1% | 2,094 | -3.8% | 0.17% | -6.5% |
| Q2 2020 | $273,000 | +14.7% | 2,176 | +9.5% | 0.18% | +14.2% |
| Q3 2019 | $238,000 | – | 1,987 | – | 0.16% | – |
Download | ||||||
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% |