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 | $613,906 | -5.1% | 3,951 | -0.8% | 0.02% | 0.0% |
Q2 2023 | $646,634 | -4.9% | 3,981 | -9.9% | 0.02% | -11.8% |
Q1 2023 | $680,108 | +99331.0% | 4,416 | -2.0% | 0.02% | -5.6% |
Q4 2022 | $684 | -99.8% | 4,507 | +46.0% | 0.02% | +12.5% |
Q3 2022 | $417,000 | -21.5% | 3,088 | -16.6% | 0.02% | -20.0% |
Q2 2022 | $531,000 | -5.3% | 3,702 | +7.0% | 0.02% | +11.1% |
Q1 2022 | $561,000 | -5.9% | 3,461 | -0.3% | 0.02% | +5.9% |
Q4 2021 | $596,000 | +16.4% | 3,471 | +4.1% | 0.02% | 0.0% |
Q3 2021 | $512,000 | +96.9% | 3,333 | +98.6% | 0.02% | +112.5% |
Q2 2021 | $260,000 | +3.6% | 1,678 | -26.7% | 0.01% | -11.1% |
Q1 2019 | $251,000 | +12.1% | 2,288 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $224,000 | -11.5% | 2,288 | 0.0% | 0.01% | +12.5% |
Q3 2018 | $253,000 | +0.8% | 2,288 | -7.5% | 0.01% | -11.1% |
Q2 2018 | $251,000 | +8.7% | 2,474 | +8.1% | 0.01% | +12.5% |
Q1 2018 | $231,000 | -61.7% | 2,288 | -70.5% | 0.01% | -68.0% |
Q4 2015 | $603,000 | +8.3% | 7,755 | +2.6% | 0.02% | 0.0% |
Q3 2015 | $557,000 | -6.2% | 7,555 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $594,000 | -2.3% | 7,555 | 0.0% | 0.02% | 0.0% |
Q1 2015 | $608,000 | – | 7,555 | – | 0.02% | – |
Download |
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% |