VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,741 filers reported holding VANGUARD SPECIALIZED FUNDS in Q2 2023. The put-call ratio across all filers is 0.26 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $698,261 | -3.3% | 4,494 | +1.1% | 0.43% | -1.2% |
| Q2 2023 | $721,799 | +2.8% | 4,444 | -2.5% | 0.43% | -3.3% |
| Q1 2023 | $702,360 | +1.8% | 4,560 | +0.3% | 0.45% | -4.9% |
| Q4 2022 | $690,176 | +11.7% | 4,545 | -0.5% | 0.47% | -2.3% |
| Q3 2022 | $618,000 | -5.1% | 4,570 | +0.7% | 0.48% | +3.0% |
| Q2 2022 | $651,000 | -17.4% | 4,540 | -6.6% | 0.47% | -6.2% |
| Q1 2022 | $788,000 | -23.3% | 4,859 | -18.9% | 0.50% | -21.0% |
| Q4 2021 | $1,028,000 | +7.3% | 5,988 | +3.6% | 0.63% | +1.1% |
| Q3 2021 | $958,000 | – | 5,781 | – | 0.63% | – |
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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% |