VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,460 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2021. The put-call ratio across all filers is 1.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,290 | +95416.2% | 3,799 | -0.1% | 0.03% | 0.0% |
| Q2 2023 | $618 | +5.6% | 3,804 | +0.2% | 0.03% | +4.0% |
| Q1 2023 | $585 | -0.2% | 3,798 | -1.6% | 0.02% | -3.8% |
| Q4 2022 | $586 | -100.0% | 3,858 | -63.7% | 0.03% | -73.2% |
| Q3 2022 | $1,437,000 | -7.9% | 10,635 | -2.3% | 0.10% | +40.6% |
| Q2 2022 | $1,561,000 | -11.2% | 10,880 | +0.4% | 0.07% | +3.0% |
| Q1 2022 | $1,757,000 | +83.2% | 10,834 | +94.0% | 0.07% | +91.4% |
| Q4 2021 | $959,000 | +6.8% | 5,584 | -4.5% | 0.04% | +2.9% |
| Q3 2021 | $898,000 | 0.0% | 5,846 | +0.8% | 0.03% | +3.0% |
| Q2 2021 | $898,000 | +17.4% | 5,799 | +11.4% | 0.03% | +10.0% |
| Q1 2021 | $765,000 | +6.5% | 5,207 | -6.7% | 0.03% | -9.1% |
| Q3 2020 | $718,000 | -1.0% | 5,583 | -9.8% | 0.03% | -8.3% |
| Q2 2020 | $725,000 | +6.6% | 6,188 | -5.9% | 0.04% | -7.7% |
| Q1 2020 | $680,000 | -15.4% | 6,578 | +2.0% | 0.04% | +5.4% |
| Q4 2019 | $804,000 | +6.6% | 6,446 | +2.2% | 0.04% | 0.0% |
| Q3 2019 | $754,000 | -5.8% | 6,306 | -9.2% | 0.04% | -5.1% |
| Q2 2019 | $800,000 | -1.8% | 6,943 | -6.6% | 0.04% | -4.9% |
| Q1 2019 | $815,000 | – | 7,433 | – | 0.04% | – |
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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% |