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 | $1,267,323 | -9.9% | 8,156 | -5.8% | 0.18% | -9.9% |
| Q2 2023 | $1,406,319 | +4.8% | 8,658 | -0.6% | 0.20% | -5.1% |
| Q1 2023 | $1,341,581 | +2.7% | 8,711 | +1.3% | 0.21% | -6.6% |
| Q4 2022 | $1,306,214 | -24.9% | 8,602 | -33.2% | 0.23% | -37.3% |
| Q3 2022 | $1,740,000 | -5.8% | 12,871 | 0.0% | 0.36% | -10.8% |
| Q2 2022 | $1,847,000 | -11.2% | 12,871 | +0.3% | 0.41% | -1.4% |
| Q1 2022 | $2,081,000 | -5.8% | 12,830 | -0.2% | 0.42% | -5.7% |
| Q4 2021 | $2,208,000 | +13.6% | 12,856 | +1.6% | 0.44% | +6.8% |
| Q3 2021 | $1,943,000 | -0.9% | 12,648 | -0.2% | 0.41% | -9.1% |
| Q2 2021 | $1,961,000 | +6.5% | 12,669 | +1.1% | 0.45% | -6.6% |
| Q1 2021 | $1,842,000 | -3.9% | 12,526 | -7.7% | 0.48% | -12.6% |
| Q4 2020 | $1,916,000 | +16.9% | 13,570 | +6.5% | 0.56% | -9.5% |
| Q3 2020 | $1,639,000 | -10.5% | 12,736 | -18.5% | 0.61% | -23.0% |
| Q2 2020 | $1,832,000 | +8.9% | 15,634 | -3.9% | 0.80% | -21.5% |
| Q1 2020 | $1,682,000 | +39.6% | 16,268 | +68.3% | 1.01% | +61.2% |
| Q4 2019 | $1,205,000 | – | 9,664 | – | 0.63% | – |
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% |