VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,606 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,281,059 | -4.3% | 8,244 | +0.1% | 1.12% | +0.6% |
| Q2 2023 | $1,337,921 | +5.2% | 8,236 | -0.3% | 1.12% | -5.9% |
| Q1 2023 | $1,272,108 | -2.3% | 8,259 | -3.7% | 1.19% | -7.5% |
| Q4 2022 | $1,302,164 | +10.1% | 8,575 | -2.1% | 1.28% | +3.4% |
| Q3 2022 | $1,183,000 | -5.8% | 8,755 | -0.1% | 1.24% | -0.2% |
| Q2 2022 | $1,256,000 | -11.8% | 8,760 | -0.3% | 1.24% | -5.6% |
| Q1 2022 | $1,424,000 | -6.9% | 8,785 | -1.4% | 1.32% | -2.4% |
| Q4 2021 | $1,529,000 | – | 8,906 | – | 1.35% | – |
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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% |