VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,815,771 | -0.2% | 11,686 | +4.3% | 0.60% | -22.8% |
| Q2 2023 | $1,819,216 | +5.5% | 11,200 | 0.0% | 0.77% | +1.6% |
| Q1 2023 | $1,724,912 | -2.9% | 11,200 | -4.3% | 0.76% | +28.6% |
| Q4 2022 | $1,776,645 | +12.4% | 11,700 | 0.0% | 0.59% | -4.2% |
| Q3 2022 | $1,581,000 | -5.8% | 11,700 | 0.0% | 0.62% | -7.4% |
| Q2 2022 | $1,679,000 | -11.5% | 11,700 | 0.0% | 0.66% | +0.2% |
| Q1 2022 | $1,897,000 | -5.6% | 11,700 | 0.0% | 0.66% | -19.9% |
| Q4 2021 | $2,009,000 | +11.8% | 11,700 | 0.0% | 0.83% | +13.6% |
| Q3 2021 | $1,797,000 | -0.8% | 11,700 | 0.0% | 0.73% | -11.4% |
| Q2 2021 | $1,811,000 | +5.3% | 11,700 | 0.0% | 0.82% | +4.3% |
| Q1 2021 | $1,720,000 | +8.8% | 11,700 | +4.5% | 0.79% | -14.5% |
| Q4 2020 | $1,581,000 | – | 11,200 | – | 0.92% | – |
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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% |