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 | $58,319,180 | -3.8% | 374,584 | +0.6% | 0.82% | -1.2% |
Q2 2023 | $60,642,651 | -0.9% | 372,363 | -6.3% | 0.83% | -8.6% |
Q1 2023 | $61,185,372 | -1.5% | 397,282 | -2.9% | 0.90% | -9.1% |
Q4 2022 | $62,119,831 | +21.3% | 409,085 | +8.0% | 1.00% | +12.5% |
Q3 2022 | $51,201,226 | +10.7% | 378,821 | +17.6% | 0.88% | +2.1% |
Q2 2022 | $46,232,000 | -12.2% | 322,245 | -0.7% | 0.87% | -0.9% |
Q1 2022 | $52,632,000 | – | 324,573 | – | 0.88% | – |
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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% |