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 | $1,858,966 | +25.0% | 11,964 | +30.7% | 1.36% | +16.8% |
| Q2 2023 | $1,487,000 | +7.0% | 9,155 | +1.4% | 1.17% | -2.7% |
| Q1 2023 | $1,389,940 | -8.3% | 9,025 | -9.6% | 1.20% | -8.3% |
| Q4 2022 | $1,516,070 | +1.5% | 9,984 | -9.7% | 1.31% | -1.0% |
| Q3 2022 | $1,494,000 | -28.6% | 11,055 | -22.9% | 1.32% | -15.2% |
| Q2 2022 | $2,092,000 | -12.2% | 14,339 | -2.4% | 1.56% | +6.5% |
| Q1 2022 | $2,384,000 | -14.0% | 14,699 | -9.0% | 1.46% | -8.3% |
| Q4 2021 | $2,773,000 | +9.5% | 16,148 | -1.1% | 1.60% | -1.6% |
| Q3 2021 | $2,532,000 | +1.1% | 16,325 | +0.9% | 1.62% | +0.1% |
| Q2 2021 | $2,505,000 | +414.4% | 16,180 | +383.6% | 1.62% | +378.2% |
| Q1 2021 | $487,000 | +1.5% | 3,346 | -1.6% | 0.34% | -10.6% |
| Q4 2020 | $480,000 | +77.8% | 3,401 | +61.9% | 0.38% | +48.6% |
| Q3 2020 | $270,000 | +9.8% | 2,101 | 0.0% | 0.26% | +2.0% |
| Q2 2020 | $246,000 | +13.4% | 2,101 | 0.0% | 0.25% | +0.4% |
| Q1 2020 | $217,000 | -17.2% | 2,101 | 0.0% | 0.25% | +2.5% |
| Q4 2019 | $262,000 | – | 2,101 | – | 0.24% | – |
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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% |