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 | $2,828,848 | -4.3% | 18,206 | 0.0% | 2.40% | -1.7% |
| Q2 2023 | $2,957,201 | +3.2% | 18,206 | -2.1% | 2.44% | -4.7% |
| Q1 2023 | $2,865,510 | -2.9% | 18,606 | -4.3% | 2.56% | -7.8% |
| Q4 2022 | $2,952,268 | +12.1% | 19,442 | -0.2% | 2.78% | +5.9% |
| Q3 2022 | $2,634,000 | -11.6% | 19,488 | -6.2% | 2.62% | -7.3% |
| Q2 2022 | $2,981,000 | -11.6% | 20,775 | -0.1% | 2.83% | +3.2% |
| Q1 2022 | $3,373,000 | -17.8% | 20,800 | -12.9% | 2.74% | -17.2% |
| Q4 2021 | $4,102,000 | – | 23,885 | – | 3.31% | – |
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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% |