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 | $854,826 | +45.4% | 5,501 | +52.0% | 0.00% | – |
| Q2 2023 | $588,045 | +43.8% | 3,620 | +36.3% | 0.00% | – |
| Q1 2023 | $408,960 | +118783.7% | 2,655 | +17.1% | 0.00% | – |
| Q4 2022 | $344 | -99.8% | 2,267 | +40.8% | 0.00% | – |
| Q3 2022 | $218,000 | -7.2% | 1,610 | -1.9% | 0.00% | – |
| Q2 2022 | $235,000 | -59.7% | 1,641 | -51.6% | 0.00% | – |
| Q4 2021 | $583,000 | -37.4% | 3,393 | -44.0% | 0.00% | -100.0% |
| Q3 2021 | $931,000 | +183.0% | 6,063 | +185.2% | 0.00% | – |
| Q2 2021 | $329,000 | -20.3% | 2,126 | -24.2% | 0.00% | – |
| Q1 2021 | $413,000 | -5.5% | 2,805 | -9.4% | 0.00% | – |
| Q4 2020 | $437,000 | +74.1% | 3,095 | +58.6% | 0.00% | – |
| Q3 2020 | $251,000 | +14.1% | 1,952 | +10.8% | 0.00% | – |
| Q4 2019 | $220,000 | -6.4% | 1,762 | -13.6% | 0.00% | – |
| Q2 2019 | $235,000 | -55.0% | 2,040 | -56.7% | 0.00% | -100.0% |
| Q3 2018 | $522,000 | +56.3% | 4,713 | +30.9% | 0.00% | 0.0% |
| Q2 2017 | $334,000 | – | 3,601 | – | 0.00% | – |
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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% |