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 | $7,719,278 | -6.1% | 49,680 | -1.8% | 3.49% | -4.1% |
| Q2 2023 | $8,219,120 | +3.4% | 50,601 | -2.0% | 3.64% | +7.3% |
| Q1 2023 | $7,949,842 | -1.5% | 51,619 | -2.9% | 3.39% | -5.1% |
| Q4 2022 | $8,069,309 | +11.7% | 53,140 | -0.5% | 3.58% | +2.8% |
| Q3 2022 | $7,221,000 | -4.1% | 53,428 | +1.8% | 3.48% | +0.4% |
| Q2 2022 | $7,531,000 | -13.4% | 52,491 | -2.1% | 3.46% | -3.6% |
| Q1 2022 | $8,693,000 | -13.7% | 53,605 | -8.6% | 3.59% | -7.6% |
| Q4 2021 | $10,074,000 | +10.4% | 58,655 | -1.3% | 3.89% | +4.7% |
| Q3 2021 | $9,127,000 | -2.6% | 59,420 | -1.8% | 3.71% | -3.4% |
| Q2 2021 | $9,369,000 | +4.6% | 60,524 | -0.7% | 3.84% | -3.3% |
| Q1 2021 | $8,960,000 | -1.1% | 60,921 | -5.1% | 3.98% | -6.1% |
| Q4 2020 | $9,061,000 | – | 64,182 | – | 4.23% | – |
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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% |