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 | $551,502 | -5.4% | 3,549 | -1.1% | 0.28% | -2.4% |
| Q2 2023 | $582,745 | -2.4% | 3,588 | -7.5% | 0.29% | -10.8% |
| Q1 2023 | $597,046 | -7.6% | 3,877 | -8.9% | 0.32% | -16.1% |
| Q4 2022 | $646,413 | +11.3% | 4,257 | -1.0% | 0.39% | -5.2% |
| Q3 2022 | $581,000 | -7.0% | 4,298 | -1.4% | 0.41% | -7.3% |
| Q2 2022 | $625,000 | -20.5% | 4,358 | -10.1% | 0.44% | -11.3% |
| Q1 2022 | $786,000 | -6.9% | 4,847 | -1.3% | 0.50% | -6.2% |
| Q4 2021 | $844,000 | +24.5% | 4,911 | +11.2% | 0.53% | +22.2% |
| Q3 2021 | $678,000 | +169.0% | 4,417 | +171.6% | 0.43% | +163.4% |
| Q2 2021 | $252,000 | +663.6% | 1,626 | +629.1% | 0.16% | +583.3% |
| Q1 2021 | $33,000 | +6.5% | 223 | +0.5% | 0.02% | -4.0% |
| Q4 2020 | $31,000 | – | 222 | – | 0.02% | – |
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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% |