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 | $4,797,075 | -1.6% | 30,873 | +2.8% | 2.09% | -1.3% |
| Q2 2023 | $4,875,765 | +9.9% | 30,018 | +4.2% | 2.12% | +0.6% |
| Q1 2023 | $4,437,144 | +11.0% | 28,811 | +9.5% | 2.11% | +9.2% |
| Q4 2022 | $3,996,609 | +21.4% | 26,319 | +8.1% | 1.93% | +15.5% |
| Q3 2022 | $3,291,000 | -2.7% | 24,349 | +3.3% | 1.67% | +4.6% |
| Q2 2022 | $3,382,000 | +5.4% | 23,570 | +19.1% | 1.60% | +21.0% |
| Q1 2022 | $3,210,000 | -1.9% | 19,795 | +3.9% | 1.32% | -5.0% |
| Q4 2021 | $3,272,000 | -3.3% | 19,051 | -13.4% | 1.39% | -19.7% |
| Q3 2021 | $3,385,000 | +9.4% | 22,006 | +10.1% | 1.73% | +1.8% |
| Q2 2021 | $3,093,000 | +28.3% | 19,985 | +21.9% | 1.70% | -1.8% |
| Q1 2021 | $2,410,000 | +24.5% | 16,388 | +19.6% | 1.73% | +4.4% |
| Q4 2020 | $1,935,000 | – | 13,708 | – | 1.66% | – |
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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% |