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 | $3,144,101 | -8.9% | 20,396 | -4.0% | 1.04% | -13.5% |
| Q2 2023 | $3,452,065 | +2.4% | 21,254 | -2.9% | 1.20% | -11.2% |
| Q1 2023 | $3,371,294 | -3.2% | 21,893 | -3.9% | 1.35% | -12.6% |
| Q4 2022 | $3,481,589 | +6.3% | 22,793 | -1.0% | 1.55% | -4.1% |
| Q3 2022 | $3,274,000 | -3.6% | 23,014 | -1.8% | 1.62% | -10.5% |
| Q2 2022 | $3,395,000 | -10.3% | 23,442 | +0.9% | 1.80% | -6.1% |
| Q1 2022 | $3,785,000 | -4.8% | 23,225 | +0.6% | 1.92% | +5.4% |
| Q4 2021 | $3,977,000 | +13.2% | 23,096 | +1.1% | 1.82% | +2.5% |
| Q3 2021 | $3,513,000 | -0.1% | 22,851 | +1.9% | 1.78% | -0.4% |
| Q2 2021 | $3,515,000 | -1.2% | 22,429 | -2.8% | 1.79% | -3.0% |
| Q1 2021 | $3,557,000 | +12.0% | 23,076 | +3.2% | 1.84% | -5.7% |
| Q4 2020 | $3,176,000 | – | 22,365 | – | 1.96% | – |
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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% |