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 | $20,741,161 | -7.4% | 133,487 | -3.2% | 15.22% | -0.2% |
| Q2 2023 | $22,395,497 | +2.5% | 137,878 | -2.8% | 15.25% | +2.7% |
| Q1 2023 | $21,854,558 | +1.1% | 141,903 | -0.3% | 14.84% | -1.6% |
| Q4 2022 | $21,621,985 | +12.7% | 142,390 | +0.3% | 15.09% | +0.5% |
| Q3 2022 | $19,189,000 | -3.1% | 141,971 | +2.8% | 15.01% | -6.9% |
| Q2 2022 | $19,810,000 | -12.0% | 138,075 | -0.5% | 16.12% | +2.9% |
| Q1 2022 | $22,503,000 | -6.4% | 138,769 | -0.9% | 15.67% | -5.2% |
| Q4 2021 | $24,030,000 | +12.2% | 139,966 | +0.3% | 16.52% | +2.6% |
| Q3 2021 | $21,425,000 | -1.9% | 139,482 | -1.2% | 16.10% | +3.6% |
| Q2 2021 | $21,846,000 | +2.3% | 141,130 | -2.8% | 15.54% | -7.0% |
| Q1 2021 | $21,352,000 | +4.7% | 145,176 | +0.4% | 16.70% | -1.3% |
| Q4 2020 | $20,403,000 | – | 144,529 | – | 16.92% | – |
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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% |