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 | $25,089 | -99.9% | 161,469 | +0.2% | 14.70% | -1.2% |
| Q2 2023 | $26,168,454 | +7.1% | 161,106 | +1.6% | 14.87% | +2.0% |
| Q1 2023 | $24,433,028 | +8.5% | 158,646 | +7.0% | 14.58% | -0.7% |
| Q4 2022 | $22,523,988 | +9.8% | 148,330 | -2.3% | 14.69% | +2.8% |
| Q3 2022 | $20,511,000 | -4.1% | 151,754 | +1.8% | 14.30% | -0.0% |
| Q2 2022 | $21,391,000 | -16.0% | 149,100 | -5.1% | 14.30% | -4.5% |
| Q1 2022 | $25,471,000 | -3.7% | 157,070 | +2.0% | 14.97% | -0.9% |
| Q4 2021 | $26,446,000 | +14.1% | 153,980 | +2.1% | 15.11% | +5.1% |
| Q3 2021 | $23,176,000 | – | 150,884 | – | 14.38% | – |
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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% |