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 | $9,029,925 | -4.6% | 58,115 | +1.8% | 1.82% | +0.6% |
| Q2 2023 | $9,465,613 | +4.5% | 57,087 | -2.9% | 1.81% | -3.3% |
| Q1 2023 | $9,057,851 | +1.3% | 58,813 | -0.1% | 1.87% | -3.2% |
| Q4 2022 | $8,940,573 | +12.7% | 58,878 | +0.3% | 1.94% | +8.6% |
| Q3 2022 | $7,936,000 | -5.8% | 58,717 | -0.1% | 1.78% | -4.0% |
| Q2 2022 | $8,429,000 | -13.4% | 58,749 | -2.1% | 1.86% | -1.9% |
| Q1 2022 | $9,730,000 | -6.5% | 59,999 | -1.0% | 1.89% | -5.6% |
| Q4 2021 | $10,410,000 | +11.8% | 60,610 | -0.0% | 2.01% | +7.3% |
| Q3 2021 | $9,314,000 | -2.3% | 60,637 | -1.5% | 1.87% | +2.5% |
| Q2 2021 | $9,531,000 | +12.7% | 61,571 | +7.0% | 1.82% | +3.3% |
| Q1 2021 | $8,460,000 | +0.6% | 57,517 | -3.4% | 1.76% | +0.7% |
| Q4 2020 | $8,406,000 | – | 59,543 | – | 1.75% | – |
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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% |