VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,551,070 | -1.0% | 29,290 | +3.5% | 3.19% | +3.3% |
| Q2 2023 | $4,596,734 | +2.2% | 28,300 | -4.4% | 3.09% | -8.8% |
| Q4 2022 | $4,496,668 | +12.6% | 29,613 | +0.2% | 3.39% | +8.6% |
| Q3 2022 | $3,994,000 | -6.9% | 29,554 | -1.2% | 3.12% | -2.2% |
| Q2 2022 | $4,290,000 | -13.6% | 29,903 | -2.3% | 3.19% | +2.9% |
| Q1 2022 | $4,963,000 | -2.7% | 30,608 | +3.1% | 3.10% | +0.6% |
| Q4 2021 | $5,099,000 | +11.3% | 29,689 | -0.4% | 3.08% | +5.3% |
| Q3 2021 | $4,580,000 | +3.0% | 29,819 | +3.8% | 2.93% | +2.3% |
| Q2 2021 | $4,446,000 | +5.5% | 28,725 | +0.3% | 2.86% | -3.2% |
| Q1 2021 | $4,213,000 | +8.4% | 28,647 | +4.0% | 2.96% | +3.2% |
| Q4 2020 | $3,888,000 | +9.8% | 27,542 | +0.1% | 2.87% | +1.8% |
| Q3 2020 | $3,541,000 | +6.9% | 27,524 | -2.7% | 2.82% | -10.9% |
| Q2 2020 | $3,313,000 | +14.0% | 28,274 | +0.5% | 3.16% | -6.4% |
| Q1 2020 | $2,907,000 | -15.0% | 28,121 | +2.5% | 3.38% | +2.8% |
| Q4 2019 | $3,420,000 | – | 27,431 | – | 3.28% | – |
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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% |