VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,037,743 | -4.3% | 6,679 | +0.1% | 0.25% | -3.1% |
| Q2 2023 | $1,083,993 | +5.5% | 6,674 | 0.0% | 0.26% | -8.8% |
| Q1 2023 | $1,027,801 | +1.5% | 6,674 | +0.1% | 0.28% | -9.8% |
| Q4 2022 | $1,012,596 | +12.4% | 6,668 | +0.1% | 0.32% | -3.1% |
| Q3 2022 | $900,490 | -5.7% | 6,662 | +0.1% | 0.32% | -11.0% |
| Q2 2022 | $955,084 | -11.5% | 6,657 | +0.1% | 0.36% | +5.8% |
| Q1 2022 | $1,078,699 | -13.6% | 6,652 | -8.5% | 0.34% | -17.7% |
| Q4 2021 | $1,247,869 | +11.9% | 7,266 | +0.1% | 0.42% | -2.8% |
| Q3 2021 | $1,115,279 | -0.7% | 7,261 | +0.1% | 0.43% | -1.8% |
| Q2 2021 | $1,123,218 | +5.2% | 7,256 | 0.0% | 0.44% | -7.0% |
| Q1 2021 | $1,067,271 | +4.2% | 7,256 | 0.0% | 0.47% | +1.7% |
| Q4 2020 | $1,024,386 | – | 7,256 | – | 0.46% | – |
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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% |