VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 50 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $3,420,950 | +7.4% | 20,076 | -2.0% | 0.18% | -0.6% |
Q3 2023 | $3,184,235 | -16.4% | 20,493 | -12.6% | 0.18% | -10.9% |
Q2 2023 | $3,807,359 | +10.8% | 23,440 | -49.2% | 0.20% | -82.6% |
Q4 2022 | $3,436,452 | +1.6% | 46,177 | +95.8% | 1.16% | +417.9% |
Q3 2022 | $3,384,000 | 0.0% | 23,584 | 0.0% | 0.22% | 0.0% |
Q2 2022 | $3,384,000 | -11.5% | 23,584 | 0.0% | 0.22% | +3.7% |
Q1 2022 | $3,824,000 | -2.5% | 23,584 | +3.2% | 0.22% | -0.5% |
Q4 2021 | $3,924,000 | +25.8% | 22,847 | +12.5% | 0.22% | +12.5% |
Q3 2021 | $3,120,000 | -11.3% | 20,315 | -10.6% | 0.19% | -13.1% |
Q2 2021 | $3,516,000 | +5.3% | 22,712 | 0.0% | 0.22% | -2.2% |
Q1 2021 | $3,340,000 | +3.6% | 22,712 | -0.6% | 0.23% | -1.7% |
Q4 2020 | $3,225,000 | – | 22,846 | – | 0.23% | – |
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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% |