VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $617,530 | +9.7% | 3,624 | 0.0% | 0.36% | -6.3% |
| Q3 2023 | $563,097 | -4.3% | 3,624 | 0.0% | 0.38% | +7.0% |
| Q2 2023 | $588,646 | +5.5% | 3,624 | 0.0% | 0.36% | -2.2% |
| Q1 2023 | $558,132 | +4.4% | 3,624 | +2.9% | 0.36% | -3.4% |
| Q4 2022 | $534,664 | +10.2% | 3,521 | -1.9% | 0.38% | +2.2% |
| Q3 2022 | $485,000 | -6.4% | 3,588 | -0.6% | 0.37% | +1.4% |
| Q2 2022 | $518,000 | -6.5% | 3,608 | +5.7% | 0.36% | +5.5% |
| Q1 2022 | $554,000 | -1.9% | 3,415 | +3.8% | 0.35% | -1.4% |
| Q4 2021 | $565,000 | – | 3,291 | – | 0.35% | – |
Download | ||||||
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% |