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 | $7,509,049 | -1.9% | 48,327 | +2.6% | 3.39% | -2.2% |
| Q2 2023 | $7,653,052 | +12.3% | 47,116 | +6.5% | 3.47% | +6.7% |
| Q1 2023 | $6,814,634 | -0.4% | 44,248 | -1.8% | 3.25% | -5.7% |
| Q4 2022 | $6,842,817 | +4.0% | 45,063 | -7.4% | 3.45% | -4.1% |
| Q3 2022 | $6,581,000 | +4.3% | 48,683 | +25.1% | 3.60% | +18.6% |
| Q1 2022 | $6,311,000 | -3.9% | 38,922 | +1.8% | 3.03% | -1.4% |
| Q4 2021 | $6,570,000 | +10.9% | 38,247 | -0.8% | 3.08% | +7.4% |
| Q3 2021 | $5,922,000 | +2.2% | 38,552 | +3.0% | 2.86% | -3.7% |
| Q2 2021 | $5,793,000 | +9.8% | 37,426 | +4.3% | 2.97% | +1.2% |
| Q1 2021 | $5,278,000 | – | 35,884 | – | 2.94% | – |
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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% |