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 | $5,632,370 | -1.2% | 36,249 | +3.3% | 4.62% | +7.1% |
| Q2 2023 | $5,701,131 | +24.7% | 35,099 | +18.3% | 4.32% | +23.6% |
| Q1 2023 | $4,571,324 | +4.0% | 29,682 | +2.5% | 3.50% | -4.4% |
| Q4 2022 | $4,396,209 | +13.4% | 28,951 | +0.9% | 3.66% | -5.1% |
| Q3 2022 | $3,877,000 | +4.2% | 28,686 | +10.6% | 3.85% | +6.1% |
| Q2 2022 | $3,721,000 | -11.5% | 25,942 | 0.0% | 3.63% | +18.4% |
| Q1 2022 | $4,206,000 | +149.8% | 25,942 | +164.5% | 3.07% | +183.1% |
| Q4 2021 | $1,684,000 | – | 9,807 | – | 1.08% | – |
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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% |