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 | $8,320,133 | -1.8% | 53,547 | +2.6% | 4.96% | -1.3% |
| Q2 2023 | $8,476,572 | +10.5% | 52,186 | +4.8% | 5.03% | +2.4% |
| Q1 2023 | $7,668,004 | +4.0% | 49,789 | +2.5% | 4.91% | -3.2% |
| Q4 2022 | $7,375,810 | +17.6% | 48,573 | +4.7% | 5.07% | +6.1% |
| Q3 2022 | $6,270,000 | -5.3% | 46,387 | +0.5% | 4.78% | -0.6% |
| Q2 2022 | $6,620,000 | -8.9% | 46,142 | +3.0% | 4.81% | +5.4% |
| Q1 2022 | $7,264,000 | -2.1% | 44,793 | +3.7% | 4.56% | -3.5% |
| Q4 2021 | $7,418,000 | +16.9% | 43,189 | +4.5% | 4.72% | +5.5% |
| Q3 2021 | $6,346,000 | +0.8% | 41,313 | +1.6% | 4.48% | -1.3% |
| Q2 2021 | $6,293,000 | +30.3% | 40,653 | +23.8% | 4.54% | +4.3% |
| Q1 2021 | $4,831,000 | +14.7% | 32,847 | +10.1% | 4.35% | +4.5% |
| Q4 2020 | $4,211,000 | – | 29,826 | – | 4.16% | – |
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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% |