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 | $381,085 | +20.7% | 2,453 | +26.2% | 0.04% | +25.0% |
| Q2 2023 | $315,756 | -9.8% | 1,944 | -14.5% | 0.04% | -30.8% |
| Q1 2023 | $350,126 | +13.4% | 2,273 | +11.8% | 0.05% | +6.1% |
| Q4 2022 | $308,801 | -5.0% | 2,034 | -15.5% | 0.05% | -34.7% |
| Q3 2022 | $325,000 | -8.2% | 2,406 | -2.6% | 0.08% | -18.5% |
| Q2 2022 | $354,000 | -42.8% | 2,469 | -35.3% | 0.09% | -30.8% |
| Q1 2022 | $619,000 | +19.5% | 3,817 | +26.5% | 0.13% | +19.8% |
| Q4 2021 | $518,000 | +11.9% | 3,017 | 0.0% | 0.11% | +20.7% |
| Q3 2021 | $463,000 | +44.2% | 3,017 | +45.7% | 0.09% | +24.3% |
| Q2 2021 | $321,000 | +5.6% | 2,071 | +0.2% | 0.07% | -9.8% |
| Q1 2021 | $304,000 | +4.1% | 2,066 | 0.0% | 0.08% | -12.8% |
| Q4 2020 | $292,000 | +9.8% | 2,066 | 0.0% | 0.09% | -10.5% |
| Q3 2020 | $266,000 | +33.0% | 2,066 | +28.7% | 0.10% | +9.4% |
| Q4 2019 | $200,000 | – | 1,605 | – | 0.10% | – |
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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% |