VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,982,510 | +28.5% | 12,759 | +34.3% | 1.10% | +30.0% |
| Q2 2023 | $1,543,057 | +9.6% | 9,500 | +3.9% | 0.85% | +47.4% |
| Q1 2023 | $1,408,395 | -1.7% | 9,145 | -3.0% | 0.58% | -15.9% |
| Q4 2022 | $1,432,242 | +6.7% | 9,432 | -0.0% | 0.68% | -4.5% |
| Q3 2022 | $1,342,000 | -0.7% | 9,434 | +1.6% | 0.72% | -7.5% |
| Q2 2022 | $1,351,000 | -0.5% | 9,283 | +11.2% | 0.78% | +10.4% |
| Q1 2022 | $1,358,000 | +1.4% | 8,345 | +7.0% | 0.70% | +7.0% |
| Q4 2021 | $1,339,000 | +23.9% | 7,799 | +10.8% | 0.66% | -6.0% |
| Q3 2021 | $1,081,000 | +7.9% | 7,041 | +8.8% | 0.70% | +5.1% |
| Q2 2021 | $1,002,000 | +7.5% | 6,474 | +2.2% | 0.66% | -12.1% |
| Q1 2021 | $932,000 | +4.0% | 6,337 | -0.1% | 0.76% | -9.6% |
| Q4 2020 | $896,000 | – | 6,345 | – | 0.84% | – |
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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% |