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 | $7,155,127 | -5.8% | 46,049 | -1.5% | 3.78% | -4.6% |
| Q2 2023 | $7,593,239 | +6.3% | 46,748 | +0.8% | 3.96% | -8.0% |
| Q1 2023 | $7,143,557 | +1.0% | 46,384 | -0.4% | 4.31% | -11.9% |
| Q4 2022 | $7,073,434 | +12.7% | 46,582 | +0.3% | 4.89% | +6.5% |
| Q3 2022 | $6,279,000 | -6.0% | 46,458 | -0.2% | 4.59% | -3.5% |
| Q2 2022 | $6,682,000 | -12.7% | 46,574 | -1.4% | 4.76% | +8.8% |
| Q1 2022 | $7,657,000 | -7.5% | 47,216 | -2.1% | 4.38% | -15.8% |
| Q4 2021 | $8,281,000 | +12.1% | 48,216 | +0.3% | 5.20% | -1.3% |
| Q3 2021 | $7,384,000 | -25.0% | 48,070 | -24.4% | 5.27% | -28.2% |
| Q2 2021 | $9,846,000 | +12.5% | 63,607 | +8.9% | 7.33% | +2.7% |
| Q1 2021 | $8,753,000 | +40.8% | 58,434 | +32.7% | 7.14% | +25.7% |
| Q4 2020 | $6,218,000 | – | 44,043 | – | 5.68% | – |
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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% |