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 | $2,387,665 | -5.2% | 15,367 | -0.9% | 0.79% | -4.6% |
| Q2 2023 | $2,518,902 | +4.5% | 15,508 | -0.9% | 0.83% | -5.2% |
| Q1 2023 | $2,409,890 | -1.1% | 15,648 | -2.4% | 0.88% | -13.0% |
| Q4 2022 | $2,435,534 | +8.5% | 16,039 | -3.4% | 1.01% | -10.1% |
| Q3 2022 | $2,244,000 | -13.7% | 16,602 | -8.4% | 1.12% | -7.4% |
| Q2 2022 | $2,599,000 | -15.9% | 18,118 | -5.0% | 1.21% | -17.6% |
| Q1 2022 | $3,092,000 | -8.8% | 19,067 | -3.4% | 1.47% | -21.4% |
| Q4 2021 | $3,389,000 | – | 19,734 | – | 1.87% | – |
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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% |