VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,196,187 | -8.7% | 7,698 | -4.5% | 0.29% | -6.1% |
Q2 2023 | $1,310,000 | +10.2% | 8,062 | +4.4% | 0.31% | +6.1% |
Q1 2023 | $1,189,000 | +1.8% | 7,720 | +0.4% | 0.30% | -3.6% |
Q4 2022 | $1,168,000 | +12.9% | 7,693 | +0.4% | 0.31% | +4.4% |
Q3 2022 | $1,035,000 | -5.5% | 7,661 | +0.4% | 0.29% | -1.3% |
Q2 2022 | $1,095,000 | -11.6% | 7,631 | -0.1% | 0.30% | -2.0% |
Q1 2022 | $1,239,000 | -8.2% | 7,642 | -2.7% | 0.30% | -10.1% |
Q4 2021 | $1,349,000 | +14.3% | 7,857 | +2.3% | 0.34% | +3.7% |
Q3 2021 | $1,180,000 | +0.5% | 7,683 | +1.3% | 0.32% | -0.9% |
Q2 2021 | $1,174,000 | +2.8% | 7,587 | -2.3% | 0.33% | -8.6% |
Q1 2021 | $1,142,000 | +6.4% | 7,762 | +2.1% | 0.36% | -3.0% |
Q4 2020 | $1,073,000 | +17.9% | 7,602 | +7.5% | 0.37% | +4.8% |
Q3 2020 | $910,000 | +8.5% | 7,074 | -1.2% | 0.35% | -4.1% |
Q2 2020 | $839,000 | +100.2% | 7,157 | +76.5% | 0.37% | +67.3% |
Q1 2020 | $419,000 | – | 4,056 | – | 0.22% | – |
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% |