VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,574,762 | -4.8% | 55,186 | -0.5% | 2.15% | -2.9% |
| Q2 2023 | $9,006,153 | -0.4% | 55,446 | -5.6% | 2.22% | -6.3% |
| Q1 2023 | $9,041,633 | -6.9% | 58,708 | -8.2% | 2.37% | -12.7% |
| Q4 2022 | $9,711,729 | +7.2% | 63,956 | -4.6% | 2.71% | -0.1% |
| Q3 2022 | $9,062,000 | -6.8% | 67,050 | -1.0% | 2.72% | -3.9% |
| Q2 2022 | $9,720,000 | -11.4% | 67,750 | +0.2% | 2.82% | -2.1% |
| Q1 2022 | $10,967,000 | -43.6% | 67,632 | -40.2% | 2.88% | -44.7% |
| Q4 2021 | $19,430,000 | +7.1% | 113,128 | -4.2% | 5.21% | -1.8% |
| Q3 2021 | $18,134,000 | +2.9% | 118,058 | +3.7% | 5.31% | -1.4% |
| Q2 2021 | $17,621,000 | +4.9% | 113,838 | -0.3% | 5.39% | -4.3% |
| Q1 2021 | $16,790,000 | +1.9% | 114,153 | -2.2% | 5.63% | -3.5% |
| Q4 2020 | $16,471,000 | – | 116,677 | – | 5.84% | – |
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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% |