VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $737,139 | +50389.0% | 4,539 | -52.1% | 0.01% | -50.0% |
| Q1 2023 | $1,460 | +5.3% | 9,485 | +3.9% | 0.02% | +6.7% |
| Q4 2022 | $1,386 | -99.9% | 9,132 | -14.7% | 0.02% | -11.8% |
| Q3 2022 | $1,448,000 | +10.5% | 10,710 | +17.3% | 0.02% | +13.3% |
| Q2 2022 | $1,310,000 | -11.5% | 9,132 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $1,480,000 | -48.4% | 9,132 | -51.1% | 0.01% | 0.0% |
| Q3 2021 | $2,868,000 | +83.4% | 18,668 | +84.8% | 0.01% | -6.7% |
| Q2 2021 | $1,564,000 | +2.2% | 10,103 | -2.8% | 0.02% | 0.0% |
| Q1 2021 | $1,530,000 | +14.9% | 10,398 | +10.2% | 0.02% | 0.0% |
| Q4 2020 | $1,332,000 | +9.7% | 9,436 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $1,214,000 | +44.4% | 9,436 | +31.5% | 0.02% | +14.3% |
| Q2 2020 | $841,000 | +13.6% | 7,173 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $740,000 | -27.4% | 7,173 | -12.2% | 0.02% | -6.2% |
| Q4 2019 | $1,019,000 | +2.8% | 8,173 | -1.3% | 0.02% | +6.7% |
| Q3 2019 | $991,000 | -3.1% | 8,277 | -7.0% | 0.02% | 0.0% |
| Q2 2019 | $1,023,000 | +4.3% | 8,896 | -0.6% | 0.02% | 0.0% |
| Q1 2019 | $981,000 | -5.5% | 8,947 | -15.6% | 0.02% | -16.7% |
| Q4 2018 | $1,038,000 | +26.7% | 10,601 | +43.3% | 0.02% | +50.0% |
| Q3 2018 | $819,000 | -0.7% | 7,399 | -8.8% | 0.01% | -7.7% |
| Q2 2018 | $825,000 | +50.8% | 8,114 | +49.9% | 0.01% | 0.0% |
| Q1 2018 | $547,000 | – | 5,414 | – | 0.01% | – |
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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% |