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 | $12,055,245 | -4.6% | 77,586 | -0.2% | 2.55% | -9.9% |
| Q2 2023 | $12,630,958 | +0.6% | 77,762 | -4.6% | 2.83% | -2.1% |
| Q1 2023 | $12,554,429 | +11.6% | 81,517 | +10.0% | 2.89% | -1.1% |
| Q4 2022 | $11,248,266 | +20.0% | 74,075 | +6.8% | 2.93% | +17.0% |
| Q3 2022 | $9,376,000 | +5.4% | 69,370 | +11.9% | 2.50% | +4.3% |
| Q2 2022 | $8,897,000 | +4.6% | 62,014 | +18.3% | 2.40% | +13.9% |
| Q1 2022 | $8,503,000 | -1.3% | 52,434 | +4.5% | 2.10% | -1.6% |
| Q4 2021 | $8,616,000 | +20.5% | 50,166 | +7.7% | 2.14% | +2.5% |
| Q3 2021 | $7,153,000 | +7.0% | 46,568 | +7.9% | 2.09% | -5.3% |
| Q2 2021 | $6,682,000 | +14.3% | 43,170 | +8.6% | 2.20% | -1.6% |
| Q1 2021 | $5,845,000 | +12.2% | 39,742 | +7.7% | 2.24% | +0.1% |
| Q4 2020 | $5,209,000 | – | 36,900 | – | 2.23% | – |
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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% |