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 | $1,215,788 | +2.3% | 7,786 | +6.9% | 0.48% | +3.2% |
| Q2 2023 | $1,188,935 | +22.9% | 7,285 | +15.9% | 0.46% | +16.0% |
| Q1 2023 | $967,645 | +4.3% | 6,283 | +2.8% | 0.40% | -2.9% |
| Q4 2022 | $927,955 | +33.1% | 6,111 | +18.5% | 0.41% | +4.3% |
| Q3 2022 | $697,000 | +38.3% | 5,158 | +47.0% | 0.40% | +45.2% |
| Q2 2022 | $504,000 | -12.5% | 3,510 | -1.2% | 0.27% | +21.4% |
| Q1 2022 | $576,000 | -10.4% | 3,553 | -5.1% | 0.22% | -5.9% |
| Q4 2021 | $643,000 | +13.8% | 3,744 | +1.8% | 0.24% | +3.0% |
| Q3 2021 | $565,000 | -0.7% | 3,676 | 0.0% | 0.23% | -4.5% |
| Q2 2021 | $569,000 | +45.9% | 3,676 | +38.5% | 0.24% | +40.7% |
| Q1 2021 | $390,000 | +37.3% | 2,655 | +31.9% | 0.17% | +29.3% |
| Q4 2020 | $284,000 | – | 2,013 | – | 0.13% | – |
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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% |