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 | $1,602,645 | -7.9% | 10,314 | -3.7% | 0.89% | -10.4% |
| Q2 2023 | $1,739,473 | +1.4% | 10,709 | -5.1% | 0.99% | -8.4% |
| Q1 2023 | $1,715,972 | +0.0% | 11,283 | -0.1% | 1.08% | -3.5% |
| Q4 2022 | $1,715,130 | -4.6% | 11,295 | -15.1% | 1.12% | -7.8% |
| Q3 2022 | $1,798,000 | +1.8% | 13,306 | +8.1% | 1.22% | -0.5% |
| Q2 2022 | $1,766,000 | -24.1% | 12,308 | -14.2% | 1.22% | -12.8% |
| Q1 2022 | $2,326,000 | +10.1% | 14,341 | +16.6% | 1.40% | +2.0% |
| Q4 2021 | $2,113,000 | +11.1% | 12,303 | -0.6% | 1.38% | -2.1% |
| Q3 2021 | $1,902,000 | +2.9% | 12,382 | +3.6% | 1.40% | -2.3% |
| Q2 2021 | $1,849,000 | +22.7% | 11,948 | +16.6% | 1.44% | +2.1% |
| Q1 2021 | $1,507,000 | +17.1% | 10,248 | +12.4% | 1.41% | +2.8% |
| Q4 2020 | $1,287,000 | – | 9,114 | – | 1.37% | – |
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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% |