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 | $1,133,962 | +85.3% | 7,298 | +93.7% | 0.72% | +90.9% |
| Q2 2023 | $612,036 | +5.5% | 3,768 | 0.0% | 0.38% | +2.5% |
| Q1 2023 | $580,311 | -2.4% | 3,768 | -3.7% | 0.37% | -4.9% |
| Q4 2022 | $594,341 | +11.9% | 3,914 | -0.4% | 0.38% | +1.6% |
| Q3 2022 | $531,000 | -5.9% | 3,928 | 0.0% | 0.38% | -1.3% |
| Q2 2022 | $564,000 | -12.4% | 3,928 | -1.1% | 0.38% | -1.0% |
| Q1 2022 | $644,000 | -5.7% | 3,970 | -0.2% | 0.39% | -4.0% |
| Q4 2021 | $683,000 | +11.4% | 3,976 | -0.3% | 0.40% | +2.3% |
| Q3 2021 | $613,000 | -1.0% | 3,988 | -0.2% | 0.40% | -0.3% |
| Q2 2021 | $619,000 | -21.0% | 3,996 | -25.1% | 0.40% | -26.3% |
| Q1 2021 | $784,000 | +4.1% | 5,333 | 0.0% | 0.54% | -3.2% |
| Q4 2020 | $753,000 | – | 5,333 | – | 0.56% | – |
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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% |