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 | $796,609 | -4.2% | 5,127 | +0.2% | 0.29% | -4.6% |
| Q2 2023 | $831,265 | +116.2% | 5,118 | +105.0% | 0.30% | +103.4% |
| Q1 2023 | $384,409 | +56.7% | 2,496 | +54.5% | 0.15% | +49.0% |
| Q4 2022 | $245,390 | +12.6% | 1,616 | 0.0% | 0.10% | -7.4% |
| Q3 2022 | $218,000 | -6.0% | 1,616 | 0.0% | 0.11% | -1.8% |
| Q2 2022 | $232,000 | -11.5% | 1,616 | 0.0% | 0.11% | -9.1% |
| Q1 2022 | $262,000 | -5.8% | 1,616 | 0.0% | 0.12% | -11.0% |
| Q4 2021 | $278,000 | +12.1% | 1,616 | 0.0% | 0.14% | -14.5% |
| Q3 2021 | $248,000 | -0.8% | 1,616 | 0.0% | 0.16% | -5.9% |
| Q2 2021 | $250,000 | +5.0% | 1,616 | 0.0% | 0.17% | -8.6% |
| Q1 2021 | $238,000 | +4.8% | 1,616 | +0.4% | 0.18% | -5.6% |
| Q4 2020 | $227,000 | – | 1,610 | – | 0.20% | – |
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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% |