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 | $3,186,608 | -5.6% | 20,508 | -1.4% | 3.53% | -0.6% |
| Q2 2023 | $3,377,173 | -16.4% | 20,792 | -20.2% | 3.56% | -20.1% |
| Q1 2023 | $4,039,295 | +151.6% | 26,052 | +146.4% | 4.45% | +143.7% |
| Q4 2022 | $1,605,136 | +28.7% | 10,571 | +21.6% | 1.83% | +27.1% |
| Q3 2022 | $1,247,000 | -32.7% | 8,690 | -24.0% | 1.44% | -20.6% |
| Q2 2022 | $1,853,000 | 0.0% | 11,428 | 0.0% | 1.81% | +17.8% |
| Q1 2022 | $1,853,000 | -3.8% | 11,428 | +1.6% | 1.54% | -0.3% |
| Q4 2021 | $1,926,000 | +16.4% | 11,253 | +5.3% | 1.54% | -9.5% |
| Q3 2021 | $1,654,000 | 0.0% | 10,684 | 0.0% | 1.70% | 0.0% |
| Q2 2021 | $1,654,000 | +6.5% | 10,684 | +1.2% | 1.70% | -4.8% |
| Q1 2021 | $1,553,000 | +11.3% | 10,557 | +6.8% | 1.79% | +10.9% |
| Q4 2020 | $1,395,000 | – | 9,881 | – | 1.61% | – |
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% |