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 | $929,812 | -18.9% | 5,984 | -15.2% | 0.37% | -17.3% |
Q2 2023 | $1,146,569 | +4.6% | 7,059 | -0.9% | 0.45% | -45.1% |
Q1 2023 | $1,096,550 | -37.0% | 7,120 | -37.9% | 0.82% | -42.0% |
Q4 2022 | $1,741,240 | +1.8% | 11,467 | -9.3% | 1.42% | +13.2% |
Q3 2022 | $1,710,000 | -17.4% | 12,649 | -12.3% | 1.25% | +46.3% |
Q2 2022 | $2,069,000 | +68.3% | 14,422 | +90.4% | 0.86% | +124.3% |
Q1 2022 | $1,229,000 | -5.1% | 7,576 | +0.5% | 0.38% | +1.1% |
Q4 2021 | $1,295,000 | – | 7,538 | – | 0.38% | – |
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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% |