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 | $1,684,414 | -1.6% | 10,841 | +2.9% | 0.17% | +3.0% |
| Q2 2023 | $1,711,631 | +15.9% | 10,538 | +9.9% | 0.17% | +14.5% |
| Q1 2023 | $1,476,341 | +34.6% | 9,586 | +32.7% | 0.14% | +31.8% |
| Q4 2022 | $1,096,803 | +77.2% | 7,223 | +57.6% | 0.11% | +66.7% |
| Q3 2022 | $619,000 | -11.2% | 4,582 | -5.7% | 0.07% | -7.0% |
| Q2 2022 | $697,000 | -20.2% | 4,860 | -9.7% | 0.07% | -10.1% |
| Q1 2022 | $873,000 | -6.1% | 5,382 | -0.6% | 0.08% | -1.2% |
| Q4 2021 | $930,000 | -0.9% | 5,415 | -11.3% | 0.08% | -12.1% |
| Q3 2021 | $938,000 | -27.5% | 6,105 | -26.9% | 0.09% | -26.0% |
| Q2 2021 | $1,293,000 | -8.0% | 8,354 | -12.5% | 0.12% | -12.8% |
| Q1 2021 | $1,405,000 | -10.0% | 9,550 | -13.7% | 0.14% | -14.0% |
| Q4 2020 | $1,561,000 | – | 11,060 | – | 0.16% | – |
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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% |