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 | $7,402,297 | -5.8% | 47,640 | -1.5% | 7.16% | -1.5% |
| Q2 2023 | $7,857,797 | +11.7% | 48,377 | +5.9% | 7.27% | +4.7% |
| Q1 2023 | $7,035,110 | -2.0% | 45,680 | -3.3% | 6.94% | -5.1% |
| Q4 2022 | $7,175,882 | +11.1% | 47,256 | -1.1% | 7.32% | +8.8% |
| Q3 2022 | $6,460,000 | -6.0% | 47,796 | -0.3% | 6.72% | -0.1% |
| Q2 2022 | $6,875,000 | -12.6% | 47,916 | -1.3% | 6.73% | +2.4% |
| Q1 2022 | $7,869,000 | -5.8% | 48,523 | -0.2% | 6.57% | +1.1% |
| Q4 2021 | $8,352,000 | +8.2% | 48,626 | -3.2% | 6.50% | +0.7% |
| Q3 2021 | $7,716,000 | -0.6% | 50,234 | +0.2% | 6.46% | -2.0% |
| Q2 2021 | $7,764,000 | +6.4% | 50,157 | +1.1% | 6.59% | -1.6% |
| Q1 2021 | $7,299,000 | +3.9% | 49,629 | -0.3% | 6.69% | +2.5% |
| Q4 2020 | $7,026,000 | – | 49,773 | – | 6.53% | – |
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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% |