VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,708,913 | -1.8% | 62,482 | +2.7% | 1.45% | -1.4% |
| Q2 2023 | $9,884,478 | +158.8% | 60,850 | +145.4% | 1.47% | +145.4% |
| Q1 2023 | $3,819,261 | +66.9% | 24,799 | +64.6% | 0.60% | +5.3% |
| Q4 2022 | $2,287,694 | -7.2% | 15,065 | -17.4% | 0.57% | -9.5% |
| Q3 2022 | $2,465,000 | -11.8% | 18,241 | -0.1% | 0.63% | -2.0% |
| Q2 2022 | $2,795,000 | +34.2% | 18,260 | +42.3% | 0.64% | +21.8% |
| Q1 2022 | $2,082,000 | +517.8% | 12,836 | +553.6% | 0.53% | +466.7% |
| Q4 2021 | $337,000 | +19.9% | 1,964 | +7.3% | 0.09% | +2.2% |
| Q3 2021 | $281,000 | +12.0% | 1,830 | +13.0% | 0.09% | +13.8% |
| Q2 2021 | $251,000 | +25.5% | 1,619 | +19.0% | 0.08% | +14.3% |
| Q1 2021 | $200,000 | – | 1,360 | – | 0.07% | – |
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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% |