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 | $911,831 | -6.9% | 5,868 | -2.6% | 0.94% | -2.0% |
| Q2 2023 | $979,000 | +1.0% | 6,026 | -4.2% | 0.96% | -3.8% |
| Q1 2023 | $969,000 | -54.7% | 6,290 | -55.4% | 1.00% | -59.5% |
| Q4 2022 | $2,140,000 | +9.9% | 14,094 | -2.2% | 2.46% | -16.1% |
| Q3 2022 | $1,947,000 | -10.2% | 14,405 | -4.6% | 2.93% | -9.3% |
| Q2 2022 | $2,167,000 | -19.4% | 15,101 | -8.9% | 3.23% | -47.4% |
| Q1 2022 | $2,687,000 | +13.3% | 16,572 | +20.0% | 6.15% | +112.7% |
| Q4 2021 | $2,372,000 | +82.0% | 13,811 | +62.8% | 2.89% | -25.6% |
| Q3 2021 | $1,303,000 | -81.4% | 8,485 | -81.3% | 3.88% | +38.8% |
| Q2 2021 | $7,013,000 | +8.4% | 45,304 | +3.0% | 2.80% | -17.6% |
| Q1 2021 | $6,471,000 | +6.8% | 43,997 | +2.5% | 3.40% | -5.2% |
| Q4 2020 | $6,061,000 | +11.5% | 42,933 | +1.6% | 3.58% | -10.3% |
| Q3 2020 | $5,438,000 | +31.6% | 42,267 | +19.9% | 3.99% | +5.9% |
| Q2 2020 | $4,132,000 | +21.6% | 35,264 | +7.3% | 3.77% | -0.9% |
| Q1 2020 | $3,399,000 | -4.1% | 32,872 | +15.6% | 3.81% | +27.1% |
| Q4 2019 | $3,544,000 | – | 28,430 | – | 2.99% | – |
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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% |