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 | $1,140,186 | -5.9% | 7,338 | -1.6% | 0.68% | -5.7% |
| Q2 2023 | $1,211,864 | -18.6% | 7,461 | -22.9% | 0.72% | -23.2% |
| Q1 2023 | $1,489,560 | -7.9% | 9,672 | -9.2% | 0.94% | -11.7% |
| Q4 2022 | $1,616,768 | +7.0% | 10,647 | -4.7% | 1.06% | -0.7% |
| Q3 2022 | $1,511,000 | -8.5% | 11,176 | -2.9% | 1.07% | -1.3% |
| Q2 2022 | $1,651,000 | -15.6% | 11,506 | +1.0% | 1.08% | +1.1% |
| Q4 2021 | $1,956,000 | +3.9% | 11,388 | -1.9% | 1.07% | -1.3% |
| Q1 2021 | $1,883,000 | – | 11,612 | – | 1.09% | – |
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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% |