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 | $526 | -4.2% | 3,386 | 0.0% | 0.25% | +12.6% |
| Q2 2023 | $549 | +5.4% | 3,386 | 0.0% | 0.22% | +5.7% |
| Q1 2023 | $521 | +1.2% | 3,386 | -0.2% | 0.21% | -5.0% |
| Q4 2022 | $515 | -99.9% | 3,392 | -36.6% | 0.22% | -30.1% |
| Q3 2022 | $723,000 | -5.7% | 5,348 | 0.0% | 0.32% | +3.9% |
| Q2 2022 | $767,000 | -11.5% | 5,348 | 0.0% | 0.30% | +4.5% |
| Q1 2022 | $867,000 | -5.5% | 5,348 | -17.6% | 0.29% | -31.5% |
| Q4 2021 | $917,000 | +8.4% | 6,493 | +17.9% | 0.42% | +36.2% |
| Q3 2021 | $846,000 | -11.1% | 5,507 | -10.5% | 0.31% | -23.2% |
| Q2 2021 | $952,000 | -0.3% | 6,152 | -5.3% | 0.41% | +0.2% |
| Q1 2021 | $955,000 | +4.1% | 6,493 | 0.0% | 0.40% | -4.7% |
| Q4 2020 | $917,000 | – | 6,493 | – | 0.42% | – |
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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% |