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 | $214,116 | -83.3% | 1,378 | -82.5% | 0.06% | -83.1% |
| Q2 2023 | $1,280,484 | +5.5% | 7,883 | 0.0% | 0.33% | -4.6% |
| Q1 2023 | $1,214,107 | +1.0% | 7,883 | -0.4% | 0.35% | -7.7% |
| Q4 2022 | $1,202,394 | +13.0% | 7,918 | +0.6% | 0.38% | +2.7% |
| Q3 2022 | $1,064,000 | -5.3% | 7,872 | +0.5% | 0.37% | -5.2% |
| Q2 2022 | $1,124,000 | +212.2% | 7,834 | +252.6% | 0.39% | +261.7% |
| Q1 2022 | $360,000 | -5.3% | 2,222 | +0.4% | 0.11% | -13.7% |
| Q4 2021 | $380,000 | +12.4% | 2,213 | +0.5% | 0.12% | +1.6% |
| Q3 2021 | $338,000 | -0.3% | 2,202 | +0.4% | 0.12% | -0.8% |
| Q2 2021 | $339,000 | +5.6% | 2,193 | +0.5% | 0.12% | -2.4% |
| Q1 2021 | $321,000 | +4.6% | 2,183 | +0.4% | 0.13% | -14.3% |
| Q4 2020 | $307,000 | +10.8% | 2,175 | +0.9% | 0.15% | -8.1% |
| Q3 2020 | $277,000 | +10.4% | 2,156 | +0.5% | 0.16% | +3.2% |
| Q2 2020 | $251,000 | +13.1% | 2,145 | 0.0% | 0.16% | -11.9% |
| Q1 2020 | $222,000 | -39.3% | 2,145 | -26.9% | 0.18% | -19.3% |
| Q4 2019 | $366,000 | – | 2,936 | – | 0.22% | – |
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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% |