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 | $392,801 | -4.3% | 2,528 | 0.0% | 0.40% | -11.4% |
| Q2 2023 | $410,623 | +5.5% | 2,528 | 0.0% | 0.45% | -1.8% |
| Q1 2023 | $389,337 | +1.4% | 2,528 | 0.0% | 0.46% | +8.1% |
| Q4 2022 | $383,877 | +12.2% | 2,528 | 0.0% | 0.42% | +20.3% |
| Q3 2022 | $342,000 | -20.5% | 2,528 | -15.7% | 0.35% | -7.9% |
| Q2 2022 | $430,000 | -11.5% | 2,998 | 0.0% | 0.38% | +4.1% |
| Q1 2022 | $486,000 | -19.8% | 2,998 | -15.0% | 0.36% | -17.0% |
| Q4 2021 | $606,000 | +7.3% | 3,528 | -4.1% | 0.44% | -3.9% |
| Q3 2021 | $565,000 | -0.7% | 3,678 | 0.0% | 0.46% | -0.7% |
| Q2 2021 | $569,000 | +2.9% | 3,678 | -2.3% | 0.46% | -26.7% |
| Q1 2021 | $553,000 | -2.1% | 3,763 | -6.0% | 0.63% | -4.4% |
| Q4 2020 | $565,000 | -2.6% | 4,003 | -11.2% | 0.66% | -9.4% |
| Q3 2020 | $580,000 | -1.5% | 4,506 | -2.9% | 0.73% | -1.8% |
| Q2 2020 | $589,000 | +21.9% | 4,641 | -0.7% | 0.74% | +22.8% |
| Q1 2020 | $483,000 | -33.5% | 4,676 | -19.8% | 0.60% | -21.9% |
| Q4 2019 | $726,000 | – | 5,827 | – | 0.77% | – |
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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% |