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 | $7,042,122 | -8.8% | 45,322 | -4.8% | 5.95% | -10.0% |
| Q2 2023 | $7,725,251 | +42.4% | 47,628 | +35.2% | 6.61% | +23.5% |
| Q1 2023 | $5,425,254 | +326.3% | 35,227 | +333.7% | 5.35% | +325.3% |
| Q4 2022 | $1,272,597 | +2.9% | 8,123 | -11.2% | 1.26% | +0.3% |
| Q3 2022 | $1,237,000 | +239.8% | 9,151 | +261.1% | 1.25% | +249.3% |
| Q2 2022 | $364,000 | +5.8% | 2,534 | +19.4% | 0.36% | +33.0% |
| Q1 2022 | $344,000 | +12.1% | 2,123 | +18.7% | 0.27% | +17.4% |
| Q4 2021 | $307,000 | +12.0% | 1,789 | +0.2% | 0.23% | +4.1% |
| Q3 2021 | $274,000 | +4.6% | 1,786 | +0.3% | 0.22% | -11.6% |
| Q1 2021 | $262,000 | -61.1% | 1,780 | -62.7% | 0.25% | -66.6% |
| Q4 2020 | $674,000 | – | 4,776 | – | 0.75% | – |
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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% |