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 | $1,256,231 | -73.3% | 8,045 | -72.1% | 0.10% | -68.1% |
| Q2 2023 | $4,697,534 | +0.2% | 28,784 | -5.4% | 0.33% | -4.1% |
| Q1 2023 | $4,686,465 | -2.9% | 30,430 | -4.2% | 0.34% | -1.4% |
| Q4 2022 | $4,825,248 | +20.5% | 31,776 | +7.3% | 0.34% | +4.5% |
| Q3 2022 | $4,004,000 | -8.2% | 29,627 | -2.6% | 0.33% | 0.0% |
| Q2 2022 | $4,364,000 | +2.7% | 30,417 | +16.1% | 0.33% | +15.8% |
| Q1 2022 | $4,248,000 | -26.8% | 26,198 | -22.4% | 0.28% | -23.4% |
| Q4 2021 | $5,802,000 | -4.4% | 33,780 | -14.5% | 0.37% | -13.7% |
| Q3 2021 | $6,067,000 | +0.0% | 39,500 | +0.8% | 0.43% | -5.7% |
| Q2 2021 | $6,066,000 | -4.9% | 39,190 | -9.6% | 0.46% | -5.8% |
| Q1 2021 | $6,377,000 | +3.0% | 43,355 | -1.1% | 0.48% | -2.0% |
| Q4 2020 | $6,189,000 | +4.3% | 43,838 | -4.5% | 0.50% | -6.6% |
| Q3 2020 | $5,935,000 | +5.2% | 45,927 | -4.1% | 0.53% | -0.7% |
| Q2 2020 | $5,642,000 | +16.8% | 47,902 | +2.6% | 0.53% | -1.8% |
| Q1 2020 | $4,829,000 | -22.8% | 46,709 | -6.9% | 0.54% | -8.6% |
| Q4 2019 | $6,257,000 | -40.9% | 50,189 | -48.4% | 0.60% | -3.1% |
| Q3 2019 | $10,584,000 | +91.4% | 97,357 | +102.7% | 0.61% | +4.4% |
| Q2 2019 | $5,530,000 | +3.1% | 48,023 | -1.4% | 0.59% | -2.3% |
| Q1 2019 | $5,363,000 | – | 48,689 | – | 0.60% | – |
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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% |