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 | $40,800,456 | -3.6% | 261,289 | +0.7% | 9.24% | -2.0% |
| Q2 2023 | $42,334,139 | +6.8% | 259,398 | +0.7% | 9.43% | +2.9% |
| Q1 2023 | $39,655,203 | +5.1% | 257,485 | +3.7% | 9.17% | -2.1% |
| Q4 2022 | $37,716,898 | +10.4% | 248,383 | -1.7% | 9.37% | +7.9% |
| Q3 2022 | $34,155,000 | -1.7% | 252,698 | +4.3% | 8.68% | +0.7% |
| Q2 2022 | $34,760,000 | -7.2% | 242,280 | +4.8% | 8.62% | 0.0% |
| Q1 2022 | $37,477,000 | -1.0% | 231,114 | +4.8% | 8.62% | +0.8% |
| Q4 2021 | $37,874,000 | +16.2% | 220,516 | +3.9% | 8.55% | +7.6% |
| Q3 2021 | $32,599,000 | +4.1% | 212,234 | +4.9% | 7.95% | +1.0% |
| Q2 2021 | $31,311,000 | +9.3% | 202,279 | +3.8% | 7.87% | -1.4% |
| Q1 2021 | $28,655,000 | +8.6% | 194,827 | +4.2% | 7.99% | +40.2% |
| Q4 2020 | $26,392,000 | – | 186,952 | – | 5.70% | – |
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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% |