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 | $1,985,808 | -6.0% | 12,780 | -1.4% | 2.16% | -1.6% |
| Q2 2023 | $2,112,249 | -9.1% | 12,967 | -13.3% | 2.20% | -17.3% |
| Q1 2023 | $2,322,992 | -7.4% | 14,956 | -9.4% | 2.66% | -11.7% |
| Q4 2022 | $2,508,012 | +6.2% | 16,516 | -5.4% | 3.01% | -2.0% |
| Q3 2022 | $2,360,763 | -27.9% | 17,466 | -23.5% | 3.07% | -25.7% |
| Q2 2022 | $3,275,792 | -17.7% | 22,833 | -6.9% | 4.13% | +7.6% |
| Q1 2022 | $3,979,124 | -12.1% | 24,538 | -6.9% | 3.84% | -9.5% |
| Q4 2021 | $4,526,618 | – | 26,356 | – | 4.24% | – |
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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% |