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 | $1,383,750 | -7.2% | 8,906 | -3.0% | 0.63% | -14.2% |
| Q2 2023 | $1,491,030 | +2.7% | 9,180 | -2.6% | 0.73% | -2.4% |
| Q1 2023 | $1,451,598 | -2.7% | 9,425 | -4.1% | 0.75% | -4.4% |
| Q4 2022 | $1,491,785 | +10.7% | 9,824 | -1.5% | 0.79% | +6.2% |
| Q3 2022 | $1,348,000 | -5.6% | 9,977 | +0.2% | 0.74% | +4.1% |
| Q2 2022 | $1,428,000 | -13.3% | 9,956 | -2.0% | 0.71% | +4.9% |
| Q1 2022 | $1,648,000 | -8.4% | 10,160 | -3.0% | 0.68% | -14.7% |
| Q4 2021 | $1,799,000 | +21.1% | 10,475 | +8.3% | 0.80% | -0.1% |
| Q3 2021 | $1,485,000 | +20.0% | 9,670 | +20.9% | 0.80% | +19.1% |
| Q2 2021 | $1,238,000 | +7.3% | 7,999 | +2.0% | 0.67% | -15.3% |
| Q1 2021 | $1,154,000 | -3.1% | 7,843 | -7.1% | 0.79% | -23.7% |
| Q4 2020 | $1,191,000 | – | 8,440 | – | 1.04% | – |
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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% |