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 | $4,255,351 | +0.9% | 27,387 | +5.4% | 0.76% | -0.8% |
| Q2 2023 | $4,219,085 | -1.0% | 25,975 | -6.1% | 0.76% | -6.7% |
| Q1 2023 | $4,260,962 | +2.1% | 27,667 | +0.6% | 0.82% | -4.9% |
| Q4 2022 | $4,175,242 | +41.5% | 27,496 | +26.0% | 0.86% | +24.5% |
| Q3 2022 | $2,951,000 | +13.0% | 21,830 | +19.9% | 0.69% | +13.3% |
| Q2 2022 | $2,612,000 | +0.2% | 18,206 | +13.3% | 0.61% | +10.5% |
| Q1 2022 | $2,606,000 | +19.2% | 16,071 | +26.2% | 0.55% | +20.3% |
| Q4 2021 | $2,186,000 | +32.2% | 12,730 | +18.2% | 0.46% | +13.3% |
| Q3 2021 | $1,654,000 | +34.8% | 10,771 | +35.8% | 0.40% | +27.4% |
| Q2 2021 | $1,227,000 | +57.5% | 7,930 | +49.7% | 0.32% | +38.3% |
| Q1 2021 | $779,000 | +51.6% | 5,299 | +45.5% | 0.23% | +33.7% |
| Q4 2020 | $514,000 | +23.6% | 3,642 | +12.5% | 0.17% | +16.2% |
| Q3 2020 | $416,000 | +82.5% | 3,237 | +66.5% | 0.15% | +62.6% |
| Q2 2020 | $228,000 | – | 1,944 | – | 0.09% | – |
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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% |