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 | $858,475 | -7.3% | 5,525 | -3.1% | 0.85% | -4.4% |
| Q2 2023 | $925,689 | +0.4% | 5,699 | -4.8% | 0.89% | -10.5% |
| Q1 2023 | $922,058 | -8.2% | 5,987 | -9.5% | 0.99% | -22.4% |
| Q4 2022 | $1,004,488 | +11.9% | 6,615 | -0.5% | 1.28% | +4.7% |
| Q3 2022 | $898,000 | -11.4% | 6,646 | -5.9% | 1.22% | -7.6% |
| Q2 2022 | $1,014,000 | -15.5% | 7,066 | -4.6% | 1.32% | -12.8% |
| Q1 2022 | $1,200,000 | -6.2% | 7,403 | -0.6% | 1.52% | +23.9% |
| Q4 2021 | $1,280,000 | – | 7,451 | – | 1.22% | – |
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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% |